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5 Tips for Building Renewable Wealth in Retirement
News, Retirement Income Planning, Wealth PreservationRenewable energy has garnered widespread popularity across various industries, sparking innovation and sustainability. What if we approach wealth-building with a similar mindset? Renewable wealth is a concept that involves making mindful financial decisions that serve our best interests – while helping the next generations’ needs. In a society marked by environmental concerns, social responsibility, and […]
Biggest Retirement Changes in 2023
NewsBig changes are likely coming for Americans’ retirement savings. From RMD changes to 401(k) financial incentives, here’s what you need to know. Many retirement savings accounts have slowly dwindled down due to rising inflation. The cost of food, gas and even rent have skyrocketed. Older Americans and those looking to retire soon are left dealing […]
Tax Filing Season Tips with Agemy Financial Strategies
NewsIt’s that time of the year… tax season. For the vast majority of Americans who aren’t tax-savvy, dealing with it can be overwhelming. Here’s our top tips to make this year’s tax returns as stress-free as possible. Tax filing season is here and many don’t know how to file back their taxes. Many tax payers don’t fulfill […]
Financial Goal Setting with Agemy
NewsRetirement planning during a bear market is challenging enough. But the 2023 retirement outlook includes a host of other major threats, such as high inflation and rising interest rates. Here are our top six suggestions when setting financial goals for the year ahead. Looking back over the past few years, we have learned more than […]
Year in Review with Agemy Financial Strategies
NewsOur firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living. Here’s a look back at 2022 and what to expect for 2023 and beyond. Can you believe we’re wrapping up the year? And what a year […]
Who Needs Estate Planning in 2023?
NewsHaving a comprehensive retirement plan is one of the most important ways to help ensure financial freedom. But don’t forget to include an Estate Plan. Retirement planning paves the way for achieving life goals, managing medical emergencies, and becoming financially independent. Imagining life at 70 or older is one of the most challenging aspects of […]