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Beyond Retirement: The Importance of Continued Financial Planning
NewsOnce you’ve set out a financial plan, you might think all the hard work has been done. But keeping on top of the progress you’re making and ensuring it’s still suitable is essential for getting the most out of your assets. You’ve made it to retirement, the golden phase of life when you can finally […]
Managing Retirement Risks: Protecting Your Nest Egg
NewsRetirement is a milestone that many people eagerly anticipate, and attaining a sizeable nest egg is the goal for many. However, even with substantial savings, it is crucial to manage retirement risks effectively to protect and grow your nest egg. In this blog, we will explore the essential strategies retirees can employ to safeguard their […]
Succession Planning for Business Owners Nearing Retirement
NewsAgemy Financial Strategies July 18, 2024 As a small business owner, you’ve likely invested years, perhaps even decades, into building your SMB. Despite this dedication, it’s not uncommon for small business owners to overlook the crucial aspect of succession planning. In fact, two-thirds of family businesses do not have a documented and communicated succession plan. A well-crafted […]
Supporting Adult Children And Protecting Your Financial Health
NewsAgemy Financial Strategies July 15, 2024 As a parent of adult children, you’ve likely asked yourself a crucial question: How can I support them financially without jeopardizing my financial security? When faced with their financial challenges, your initial impulse might be to assist them. However, this approach may not be the best strategy for achieving […]
Building a Solid Retirement Portfolio: Essential Investments
NewsBuilding a retirement portfolio is essential for several reasons. Here, we’ll help you understand the fundamentals of building your retirement portfolio and the critical investments that can make it robust and sustainable. Retirement portfolios allow you to accumulate wealth over time, ensuring a stable income stream during retirement. About 27% of people 59 or older have […]
4 Reasons Why Wealthy Pre-Retirees Need a Fiduciary
NewsAgemy Financial Strategies July 10, 2024 Common misconceptions about fiduciary advisors often revolve around concerns about fees or the assumption that every financial professional operates under a fiduciary standard. However, it’s important to recognize that not all fiduciaries are alike. For wealthy pre-retirees, securing your financial future requires more than just smart investing—it demands comprehensive […]