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Important Tasks & Decisions for Each Phase of Retirement Planning
NewsRetirement planning is a process that maintains your finances throughout the course of your post-career years. This process essentially has 5 steps, knowing where to start, seeing how much money you’ll need, setting your priorities, choosing accounts and choosing investments. The retirement process begins ideally when you’re young, and when you can invest as aggressively […]
Fall Financial Checklist for 2022
NewsWith the final hot snap of summer in the rearview mirror, it’s time to get your finances ready for the last few months of 2022. Having a fall financial checklist in place will allow you to make fall a financially productive season. It’s a great time to start thinking about what you can do to […]
Relocating for Retirement? Connecticut Tax Laws You Should Know
NewsAgemy Financial Strategies September 06, 2022 Connecticut is a state with a lot to offer. As you near retirement, your mind may wander to fulfilling your life’s dreams; and for many, that involves relocating. Here’s what you need to know about taxes if you’re moving to the Nutmeg State. Connecticut is a small state in […]
relocating-for-retirement-colorado-tax-laws-you-should-know
NewsAgemy Financial Strategies August 30, 2022 The unique benefits of retiring in Colorado are never ending. If you’re planning on spending your golden years in this stunning state, here’s what you need to know about the tax benefits. If you’re planning on retiring in Colorado, the Centennial State has a lot to offer. Colorado is home […]
Women’s Equality Day: Women and Retirement Planning
NewsAgemy Financial Strategies August 17, 2022 Happy Women’s Equality Day! In the 100 years since the ratification of the 19th Amendment, women have made substantial gains in educational attainment, employment, and earnings. However, the gender gaps persist — especially when it comes to retirement. On August 26, 1920, the 19th Amendment was ratified, giving women the […]
how-to-save-more-money-for-retirement
NewsAgemy Financial Strategies August 08, 2022 We all know it’s important to save for retirement. So why is it that when it comes to saving, most Americans fall short? If you’re worried about your retirement savings game, this blog is for you. Retirement can be a time of great joy, but it can also be a time of great stress. […]