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Five Star Wealth Manager Award Winners
Financial Planning, Investment Management, News, Retirement Income PlanningWhy Choose Agemy Financial Strategies? Your Trusted Fiduciary Financial Advisors and Wealth Managers Finding a financial advisor who truly has your best interests at heart is no small decision. At Agemy Financial Strategies, we understand the weight of this choice and are here to provide the guidance, education, and expertise you need to confidently navigate […]
Bitcoin & Cryptos: Navigating Economic Predictions for 2025
NewsBitcoin reached a historic milestone last month, surpassing $100,000 for the first time after doubling in value last year. Analysts predict that 2025 could usher in another transformative chapter for Bitcoin and other cryptocurrencies as the market cements its place as a dynamic and evolving asset class. So what’s driving this surge of investor enthusiasm, and why […]
2025 Adjustments for Estate, Gift, and GST Tax Exemptions
Estate Planning, News, Tax PlanningTax laws are shifting, and for individuals committed to preserving their wealth, staying ahead of these changes is more important than ever. With new adjustments to estate, gift, and generation-skipping transfer (GST) tax exemptions on the horizon, your decisions could have a lasting impact on your financial legacy. For high-net-worth individuals (HNWIs), understanding these updates […]
Is Crypto Right for Your Retirement Portfolio?
Cryptocurrency Investing, NewsAs Bitcoin and other cryptocurrencies continue to gain mainstream attention, more Americans are considering the role of digital assets in their retirement portfolios. The volatile nature of cryptocurrencies, combined with their potential for substantial gains, has piqued the interest of investors seeking alternative ways to secure their financial future. In this blog, we’ll explore the […]
REITs vs. Direct Property Ownership: Pros and Cons for Investors
News, Real EstateReal estate has long been a cornerstone of wealth-building, offering opportunities for steady income, diversification, and long-term growth. For those approaching retirement, it’s not just about whether to include real estate in your portfolio—it’s about choosing the right approach to suit your goals and lifestyle. Deciding what to do with yourself in the period between […]
I’m High-Net-Worth. When Should I Start Estate Planning?
Estate Planning, NewsIf you have substantial wealth, the need for estate planning becomes even more significant due to the complexity of your financial situation. But when should you start estate planning if you fall into the HNWI category? Estate planning is crucial for managing your wealth and protecting your assets so that they are distributed according to your […]