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3 Topics to Cover With Your Financial Advisor as You Near Retirement
NewsAgemy Financial Strategies August 03, 2022 Are YOU ready to retire? As you get closer to retirement, it becomes increasingly important to have in-depth conversations with your financial advisor about the years ahead. Here are some important questions to consider in your financial planning journey. As soon as you transition from your working years to life […]
National Mountain Climbing Day: What is a Financial Sherpa?
NewsSherpas are the guardian angels of the Himalayas. So what do these protectors of the east have to do with financial planning? Let’s find out! Sherpa |ˈsher-pə | NOUN | – a member of a Tibetan people living on the high southern slopes of the Himalayas in eastern Nepal and known for providing support for foreign […]
Five Things You Never Knew About Estate Planning.
NewsAgemy Financial Strategies July 20, 2022 If you hear the phrase “estate planning” and immediately tune out, you’re not alone. If you don’t think estate planning is a priority, here’s five reasons you might change your mind. Think estate planning isn’t for you? Think again. Estate planning is often overlooked when it comes to preparing […]
The Financial Side of a Gray Divorce.
NewsDivorce is hard, but a divorce later in life presents a unique set of challenges. Understanding how your finances are affected by your gray divorce can save you a great deal of worry and stress. Experiencing a gray divorce may not have been in your retirement plans, but if you’ve found yourself in the middle of […]
5 Financial Planning Moves to Make Turning 50
NewsAgemy Financial Strategies July 06, 2022 From retirement security to living debt-free, turning 50 is your chance to make big moves in reaching your financial goals. Reaching 50 is a huge milestone for many reasons. Your children have left home and may have a family of their own (hello “bank of mom and dad”).Your parents […]
Who Should Inherit Your Wealth?
NewsAgemy Financial Strategies June 28, 2022 Many people put off estate planning because they assume everything will work out fine if they die unexpectedly. But this isn’t always the case. One of the most important factors to consider in your financial plan is who is going to inherit your wealth. Here, we cover everything you need to […]