Agemy Financial @AgemyFinancial

Approaching #Peak65, most individuals focus on #retirementreadiness, assessing their #nestegg & #futureincome. At #Agemy, we aim to empower clients to make informed #retirementdecisions with customized #financialstrategies. Set up your consultation at agemy.com.

#trustsolutions for #HighNetWorthEstates. #Estateplanning is essential for #HNWIs, who have significant #assets to pass on to their families. One of the most effective ways to protect #HNWestates is to use different types of #trusts. Read more here: bit.ly/49Cd59z

From buying #poorperformingstocks to starting an #unprofitablebusiness, one bad money move can derail your entire #retirementplan. Tune into #FinancialStrategiesPodcast with Andrew & Daniel #Agemy to learn about smart #investmentstrategies. Watch here: bit.ly/4daLqiO

#AgemyFinancialStrategies works hard to deliver a dependable #retirementincomestrategy, in any market, so that you can enjoy the best years of your life during #retirement. Contact us today at agemy.com to get started. #financialplanning #retirementplanning

Connecticut Vs. Colorado: Finding Your Ideal #RetirementDestination. While we've explored the advantages & disadvantages of retiring in #Connecticut & #Colorado separately, today's blog compares the two to ease your decision-making process. Read here: bit.ly/3PUepxs

Travel? Family time? Relaxing? What's missing from your #retirementbucketlist? Don't forget the importance of planning for the unexpected. Tune in to this week's #FinancialStrategiesPodcast with Andrew & Daniel Agemy to learn more: bit.ly/3U3I48V #estateplanning

Ease #TaxDay worries with #AgemyFinancialStrategies. Need more time to file? Request a #taxextension thru 10/15/24 which must be submitted by today, April 15. Master your #taxstrategy for next year with our advisors today at agemy.com. #TaxDay2024 #TaxDayextention

This April, #taxpayers across the #UnitedStates anticipate a looming deadline: #TaxDay. Falling on #April15, this date evokes a sense of urgency & for many, a hint of stress as they gather essential documents & forms. Read here to learn more: bit.ly/3xjm2Y5

Adult children often help parents plan for #retirement, but what about after? While we don't think about it, we must always prepare for the #unexpected. Listen to our latest podcast with #FinancialStrategiesPodcast with Andrew & Daniel #Agemy here: bit.ly/4b5Q5RF

At #AgemyFinancialStrategies, we're dedicated to your #financialfreedom, especially in #retirement. Our #retirementguide empowers you to take control of your #financialjourney. Visit agemy.com to learn more about achieving the security & peace of mind you deserve.

Mastering #FinancialLiteracy: Tips to Secure Your #Retirement. This #FinancialLiteracyMonth, let's consider the role of #Retirementplanning & confidently navigating #financialuncertainties. Continue reading here to learn more: bit.ly/3IY6bAD #agemyfinancialstrategies

It's a classic tale: You amass #wealth in one area, whether your #401k or #REITs, only to realize the importance of #diversification for growing your portfolio. Tune in to #FinancialStrategies for tips from Andrew & Daniel #Agemy on crafting a #portfolio: bit.ly/3PJLewY

At #Agemy, we're focused on safeguarding your #retirementsavings and securing your financial future. As #fiduciaries, we offer valuable experience to help you make informed decisions about your finances. Get in touch today for a free consultation at agemy.com.

Agemy Financial Strategies will be closed today, Friday, 29th April, in honor of Easter Weekend. Wishing you a blessed Easter filled with love, peace, and joy! #easterweekend2024 #eastersunday #agemyfinancialstrategies

#TaxSecrets the #IRS Won't Tell You... But We Will. #Taxes – they're a fact of life. Whether you love them or loathe them, they're essential. But navigating #taxlaws & #regulations can feel like cracking a code. Read on to learn more this #taxseason: bit.ly/43qcgiN

Our clients occasionally mistake #Rothconversions for #contributions. So, let's untangle the confusion step by step. Join Andrew & Daniel #Agemy on today's #FinancialStrategiesPodcast as we dissect #Rothcontributions & conversions. Watch in full here: bit.ly/4avfaoq

#AgemyFinancialStrategies can help you navigate #longtermcareplanning with ease. Our #fiduciaries evaluate your #financialsituation to help craft personalized #ltcplans, offering you peace of mind for your #goldenyears. Ready to get started? Visit us at agemy.com.

Spring Into Action: #hnwiEstatePlanning. As the seasons change, transformation sweeps through the environment & our #financialworld. For #hnwi, spring is a great time to review #financialplans, especially regarding #estateplanning. Read more: bit.ly/4afBlPk

Creating #retirementincome involves strategic #financialplanning. #Realestate is a key driver for #passiveincome, offering consistent earnings & appreciation over time. Listen to the #FinancialStrategiesPodcast with Andrew & Daniel #Agemy to learn more: bit.ly/3veOM3s

#Retirementplanning is vital as #Americans turning 65 peaks this year. At #AgemyFinancialStrategies, we'll help you find #retirementincome solutions for your #retirementgoals. From #investmentstrategies to #estateplanning & more, we're here to help at agemy.com.