Blog - Agemy Financial Strategies

Business Owners and Retirement: Turning Your Company Into a Retirement Asset

Celebrating 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,…

Retirement Planning in 2026: What Older Americans Are Getting Right (and Wrong)

News, Retirement Planning

Welcome 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 Most Overlooked Costs in Retirement

News, Retirement Planning

For 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…

Known Growth vs. Unknown Growth: The Income Secret Retirees Seldom Learn

News, Retirement Income Planning

When 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…

Smart Roth Moves: Mastering Your Retirement Taxes and Optimizing the ‘Valley’

News, Retirement Income Planning, Tax Planning

When 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…

Financial Literacy Month: What Every Retiree Should Know

News, Retirement Planning, Wealth Preservation

Financial 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…

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.

Business Owners and Retirement: Turning Your Company Into a Retirement Asset

Retirement Planning in 2026: What Older Americans Are Getting Right (and Wrong)

The Most Overlooked Costs in Retirement

Known Growth vs. Unknown Growth: The Income Secret Retirees Seldom Learn

Smart Roth Moves: Mastering Your Retirement Taxes and Optimizing the ‘Valley’

Financial Literacy Month: What Every Retiree Should Know

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