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Exciting News from Agemy Financial Strategies!
NewsWe’re thrilled to share a joyous milestone with our clients and community: Daniel J. Agemy, CPM®, RFC® of Agemy Financial Strategies has married the love of his life, Nadia! Nestled between the crystalline waters of the Caribbean Sea and the lagoon of Bahia Petempich, Hyatt Ziva Riviera Cancun, the beautiful couple tied the knot in a stunning […]
Maximizing Income from Investments: Strategies for a Steady Cash Flow
Investment Management, News, Real Estate, Tax PlanningFinancial independence often takes center stage in retirement planning for high-net-worth individuals (HNWIs), with 80% prioritizing it as their top personal finance goal. Building a portfolio that generates reliable income while preserving wealth is essential to achieving that independence. In this blog, we’ll explore key strategies to help you maximize income from your investments and help a […]
Ask an Advisor: Is Real Estate Income Still a Good Model?
Investment Management, News, Real EstateWith evolving economic landscapes and fluctuating property values, a common question arises: Is real estate investment income still a good model for today’s investors approaching retirement? Real estate has long been considered a stable and lucrative investment for many high-net-worth individuals (HNWIs). The appeal of steady cash flow from rental properties, long-term appreciation, and tax […]
Building a Robust Retirement Portfolio: Key Strategies for Pre-Retirees
Investment Management, News, Retirement Income PlanningIn 2024, despite global geopolitical tensions and economic uncertainties, the world’s economy has shown remarkable resilience and steady growth. For those looking to enjoy a comfortable retirement, however, it’s not enough to rely on general market trends. The key to financial security lies in building a well-balanced, carefully managed investment portfolio that can weather both […]
How the Fed’s Rate Cut Impacts Your Retirement Strategy
Investment Management, NewsThe Federal Reserve’s recent decision to lower interest rates for the first time in four years has created a ripple effect throughout the economy. This move will likely impact every corner of the financial landscape, from housing markets to stock portfolios and businesses to consumer loans. Federal fund rates currently sit at 4.75% to 5%, and the […]
Ask an Advisor: Best Strategies for Charitable Giving in 2024
NewsIn 2023, charitable giving in the United States reached an impressive $557.16 billion. For many high-net-worth Americans approaching retirement, philanthropy becomes a central focus. It’s not just about the satisfaction of making a difference; it’s also about aligning generosity with financial strategies that maximize impact and tax efficiency. But navigating the complexities of charitable giving can be […]