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Financial Tips for National Preparedness Month
NewsHappy September and National Preparedness Month – a great reminder of the importance of preparing for unexpected events. Whether you face financial challenges from a global pandemic or a volatile economy, it’s essential to have a plan in place. Here’s what you need to know. This year, millions of households are coping with serious financial challenges […]
Investing for Retirees 101
NewsAgemy Financial Strategies August 24, 2022 Saving for retirement is a top financial priority for most Americans. But once you hang up your hat, you shouldn’t necessarily stop thinking about saving and investing. Here’s the ins-and-outs of investing for retirees in a a volatile climate. There is no doubt that we are in a bear market. […]
How to Make Your Dream Retirement a Reality
NewsAgemy Financial Strategies August 21, 2024 Retirement is often viewed as the ultimate reward for decades of hard work—a time to relax, pursue passions, and enjoy life without the demands of a 9-to-5 job. However, transforming this vision into reality requires more than daydreaming; it demands purposeful planning and strategic action. In this blog, we’ll […]
Your Roadmap To Retiring In Connecticut
NewsThe state of Connecticut has a lot to offer retirees. If you’re considering retiring here, you’ll need a well-thought-out plan. Here’s what you need to know. Connecticut is known for many fabulous reasons. Its four-season climate, Ivy League universities, and rich history are all things to admire. When the time to retire comes, many residents […]
Healthcare & LTC Planning for Seniors
NewsAgemy Financial Strategies August 14, 2024 August 21st is World Senior Citizens Day, a perfect time to celebrate our seniors and acknowledge their unique financial challenges in retirement. Chances are, you’ll probably spend more in retirement than you think. Did you know that recent data shows a healthy 65-year-old couple might need over $395,000 for healthcare in retirement? At […]
Managing Wealth in an Aging America
NewsAs America’s population ages, the financial landscape evolves, too. This demographic shift, often dubbed the “silver tsunami”, brings unique challenges and opportunities to wealth management. It’s an unprecedented phenomenon requiring new strategies and understanding. If you are a Baby Boomer (born between 1946 to 1964), the retirement challenges that are just around the corner may seem […]