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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 […]
What does Socially Responsible Investing (SRI) Mean?
NewsAgemy Financial Strategies March 16, 2022 The last few years have been ones of stress and uncertainty – but it’s also been a time that’s brought to light issues of social justice, climate change and social responsibility. Here, we look into how more and more investors are opting to align their portfolio with their greater […]
Financial Advice During a Crisis
NewsAgemy Financial Strategies March 02, 2022 Covid-19 has highlighted the importance of developing long-term business, financial and legal strategies that can provide a plan of action for even the most unprecedented times. What’s more, the Russia-Ukraine conflict has only escalated the effects on stocks in the U.S and throughout the world. Here’s how to best […]
3-retirement-realities-you-need-to-know
NewsAgemy Financial Strategies February 23, 2022 Many Americans have misconceptions about retirement planning. Unfortunately, these misunderstandings can lead to the difference between a retirement you want and a retirement you have simply come to expect. What works in theory doesn’t always work in reality. And that is certainly the case when it comes to retirement. Predicting exactly […]