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Colorado Day: What You Need to Know About Retiring in Colorado
News, Retirement PlanningEvery year on August 1, we celebrate Colorado Day, honoring the state’s stunning natural beauty, rich heritage, and vibrant communities. On this day in 1876, just 28 days after the nation’s centennial, Colorado officially became the 38th state in the Union. From the towering Rocky Mountains to sun-soaked high plains, the Centennial State offers an […]
What HNW Retirees Need to Know About Reduced Social Security Payments, Deductions & Roth Planning
Investment Management, News, Retirement Planning, Stock Market, Tax PlanningIn July 2025, millions of seniors across the U.S. saw their Social Security checks shrink, but not due to inflation or political battles. Instead, this reduction stems from the Social Security Administration’s effort to recoup overpayments made to recipients. For many Americans, this is causing stress, confusion, and financial uncertainty. Even for high-net-worth individuals (HNWIs) entering or navigating retirement, […]
Are You a Speculator or an Investor?
Investment Management, News, Stock MarketUnderstanding the Difference Can Make or Break Your Retirement You’ve worked hard to build a nest egg. Maybe you’ve recently retired or are planning to. You have savings, a 401(k), maybe even a buyout offer or pension lump sum, and now you’re asking the million-dollar question: How should I invest this money to last the rest […]
How to Create Consistent Income in Retirement
News, Retirement Income Planning, Retirement PlanningRetirement is not just about reaching the end of your working years; it’s about financial independence, lifestyle freedom, and peace of mind. But how can retirees achieve a consistent income without the security of a regular paycheck? The answer lies in a carefully crafted retirement income strategy. At Agemy Financial Strategies, we support individuals and families […]
Why Fiduciaries Are the New Family Offices
NewsA Smarter, More Secure Alternative for Managing Generational Wealth Family offices, once the gold standard for managing generational wealth among the ultra-high-net-worth (UHNW), are experiencing a surge in popularity. In fact, these exclusive financial entities now manage an estimated $3.1 trillion in global assets and continue to grow in both scope and scale. But despite their impressive rise, family […]
Mid-Year Financial Check-In: Are You On Track for Your Retirement Goals?
News, Retirement Income Planning, Retirement PlanningAs we move through the second half of the year, it’s the perfect time to reflect and evaluate where you stand on your path toward retirement. With headlines dominated by inflation, market volatility, rising interest rates, and uncertainty around future tax policy, staying on course can feel more challenging than ever. A mid-year financial check-in offers a […]