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Business Owners and Retirement: Turning Your Company Into a Retirement Asset
Financial Planning, News, Retirement Income PlanningCelebrating National Small Business Week (May 3-9, 2026) Every year during the first week of May, the nation pauses to celebrate the engines of our economy: the small business owners. From the corner café to the mid-sized manufacturing plant, small businesses account for nearly half of all U.S. economic activity and the vast majority of […]
Retirement Planning in 2026: What Older Americans Are Getting Right (and Wrong)
News, Retirement PlanningWelcome to the mid-2020s. If you’re reading this in 2026, you’ve likely noticed that the retirement landscape looks significantly different from what it did even five years ago. We’ve navigated the post-pandemic inflation spikes, seen the stock market ride the roller coaster of the AI revolution, and watched as “The Great Wealth Transfer” shifted from […]
The Most Overlooked Costs in Retirement
News, Retirement PlanningFor decades, the conversation around retirement planning has centered on a single, monolithic goal: “The Number.” Financial media and traditional planning tools often lead pre-retirees to believe that if they hit a specific savings milestone—whether it’s $1 million, $2 million, or a specific multiple of their salary—the hard work is over. At Agemy Financial Strategies, […]
Known Growth vs. Unknown Growth: The Income Secret Retirees Seldom Learn
News, Retirement Income PlanningWhen you hear the word “growth” in relation to your retirement portfolio, what comes to mind? It’s a simple question, but the answer is almost embarrassingly complex because the financial industry and everyday retirees speak two entirely different languages. Much like how ancient Greek had four different words to describe the nuances of “love,” the […]
Smart Roth Moves: Mastering Your Retirement Taxes and Optimizing the ‘Valley’
News, Retirement Income Planning, Tax PlanningWhen it comes to retirement planning, the vast majority of Americans have been taught a single, simple rule: Save as much as you can in your 401(k) or traditional IRA. We are told this is the path to security. And for the accumulation phase of your life, that advice is sound. You received a tax […]
Financial Literacy Month: What Every Retiree Should Know
News, Retirement Planning, Wealth PreservationFinancial Literacy Month is a perfect opportunity to take stock of your finances, even if you’ve spent decades building wealth. For affluent retirees, financial literacy isn’t just about understanding dollars and cents; it’s about ensuring your wealth continues to serve you, your family, and your legacy. Even those with significant assets can face risks from […]