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Pros and Cons of Retiring in Connecticut
NewsAgemy Financial Strategies May 03, 2022 Connecticut is known for many things including its picturesque landscape. Whether it’s jobs, housing, or culture you want to know about, we’ve looked in detail at some of the pros and cons of retiring in Connecticut to make your decision easier. As you near retirement, your mind may wander […]
What is Reverse Estate Planning?
NewsAgemy Financial Strategies April 18, 2022 Most Americans follow the “classic” method of estate planning, that goes from older generations to their younger ones. However, that perspective doesn’t take into consideration some opportunities to increase family after-tax wealth. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth […]
Holistic Financial Tips for Earth Day
NewsAgemy Financial Strategies April 14, 2022 First held on April 22nd 1970, we appreciate the awareness that Earth Day has brought to protecting our environment and the urgency that it’s instilled in all of us. As we strive to better our world this Earth Day, there are some takeaways that we can apply to our […]
TAX DAY: LAST MINUTE CHECKLIST FOR MONDAY’S DEADLINE
NewsAgemy Financial Strategies April 13, 2022 If you’re reading this, chances are you’re running a bit late with your tax return this year. No worries, and no need to panic! Agemy Financial Strategies’ Fiduciary advisors are here to help you sort everything out just in time to make Monday’s deadline. Tax Day is Monday, April […]
Women and Financial Literacy: Facts You Should Know
NewsAgemy Financial Strategies March 23, 2022 As National Women’s History Month comes to a close, we take a look at why financial planning for women is more important today than ever. Whether you are a working woman, a retired woman, a stay-at-home mom or a mom with a son or daughter in college, you have to think about your […]
Digital Currency and the Future of Retirement Planning
NewsAgemy Financial Strategies March 16, 2022 Cryptocurrency is everywhere. From being used for charitable donations and even on our TV screens during the Superbowl commercials. But when it comes to the future of retirement planning, how do these new world assets come into play? With the popularity of cryptocurrency on the rise, everyone is eager […]