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Investment advisory services are offered through Agemy Wealth Advisors, LLC, a Registered Investment Advisor and fiduciary to its clients. Agemy Financial Strategies, Inc. is a franchisee of Retirement Income Source®, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are associated entities. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC entities are not associated with Retirement Income Source®, LLC.
Toll-Free: 800.725.7616
Office: 203.738.0026
Office: 303.524.2293
Fax: 203.738.0029
1570 Boston Post Road
Suite 400
Guilford, CT 06437
Toll-Free: 800.725.7616
Office: 203.738.0026
Office: 303.524.2293
Fax: 203.738.0029
Connecticut Office Address: 1570 Boston Post Road, Suite 400, Guilford, CT 06437
Colorado Office Address: 7900 E Union Ave Ste. 1100 Denver, CO 80237
Email: office@agemy.com
Investment advisory services are offered through Agemy Wealth Advisors, LLC, a Registered Investment Advisor and fiduciary to its clients. Agemy Financial Strategies, Inc. is a franchisee of Retirement Income Source®, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are associated entities. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC entities are not associated with Retirement Income Source®, LLC.
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The Update on the Proposed Reconciliation Bill
NewsChanges are again said to be underway at the Whitehouse level. And it could severely affect your retirement. Here’s what you need to know… Under the Reconciliation proposal, starting in 2023, employers with five or more employees would have to offer a retirement plan and automatically enroll employees, diverting 6% of their pay to a […]
Planning for Higher Tax Bills for Retirees
NewsTax planning and financial planning go hand-in-hand. As you near retirement, avoiding tax planning could create major hurdles for your financial future. Here’s what you need to know about the potential impending tax hikes and what they could mean for your golden years. There’s a common misconception that when you retire, your tax bills shrink, […]
Two Financial Planning Topics to Bring to the Table This Thanksgiving
NewsAgemy Financial October 27, 2021 Bringing up money with family can be uncomfortable and even be seen as taboo. But this year instead of avoiding the issue, address it head on when the family is all together over Thanksgiving. Here’s how. Family and personal finances are a big part of every holiday season. People are […]
The Pros and Cons of an Early Retirement
NewsAre you ready to retire earlier than anticipated? The dream of leaving the workforce earlier in life may have hidden pitfalls. Here’s what you need to know. Many Americans plan to retire early, depending on your profession, early retirement may be as young as 65. A healthy savings portfolio and debt-free living can potentially give […]
Estate Taxes vs Inheritance Taxes (And Who Pays the Bill)
NewsAgemy Financial November 10, 2021 An inheritance tax is a state levy that Americans pay when they inherit an asset from someone who’s died, and is deemed a tax on your right to transfer property at your death. Inheritance tax is different from estate tax, and whether you pay might come down to the state you live […]
Report: 41% of Americans Say it’s ‘Going to Take a Miracle’ to be Ready for Retirement
NewsAgemy Financial September 28, 2021 The last two years have made it exponentially harder to stick to those retirement savings goals. As a result, many Americans dipped into the largest chunk of money they have — their workplace retirement savings accounts. Despite the latest retirement study data, it’s not too late to get back on […]