Agemy Financial Strategies

Americans’ “magic number” for retirement is surging – especially for high-net-worth individuals. As you near retirement, consider working with an advisor to fine-tune your budget and retirement income plan. At Agemy Financial Strategies, you can rest assured knowing that your financial affairs are in capable hands. Our mission is to educate and support retirees through every stage of their journey. Whether you're in the initial planning stages or ready to take the leap into your golden years, we are here to guide you. Contact us today to set up your complimentary strategy session at agemy.com. #agemyfinancialstrategies #hnwi #hnwiretirement #retirementincomeplanning #retirementstrategy #retirementsavings #retirementmagicnumber #coloradofiduciary #connecticutfiduciary

Cryptocurrencies are a risky investment with high volatility. However, Bitcoin remains relevant, especially for investors with long-term horizons. Whether you're intrigued by Bitcoin or want to navigate its complexities, this guide will equip you with the knowledge to make prudent retirement planning choices. Continue reading here to learn more: https://bit.ly/4cEL1nQ #retirementplanning #cryptocurrency #bitcoin #retirementinvestements #agemyfinancialstrategies #coloradofiduciary #connecticutfiduciary #highriskinvestments #investmentstrategy

Diversification isn't just a strategy; it's necessary for managing risk and securing a stable financial future. Tune into the latest Financial Strategies Podcast with Andrew and Daniel Agemy as they share valuable insights on achieving a diversified retirement portfolio: https://lnkd.in/gdAiZr4x #agemyfinancialstrategies #retirementincomeplanning #retirementstrategy #coloradofiducairy #connecticutfiduciary #retirementportfolio #diversification #financialpodcast

At Agemy Financial Strategies, our purpose is to educate investors -- whether that be planning for retirement, legacy planning, wealth management, or just holding your hand when it’s time to leap into retirement. Ready to get started? Contact us today to schedule your complimentary consultation at agemy.com. #agemyfinancialstrategies #retirementincomeplanning #investmentmanagement #coloradofiducairy #connecticutfiduciary #investments #retirementplanning

Estate planning might not be the most exciting topic, but it’s incredibly important, especially for wealthy retirees. Without a solid estate plan, your hard-earned wealth could be subject to unnecessary taxes and legal battles, and it might even end up in the wrong hands. Continue reading here to learn more: https://bit.ly/3KXQsCr #estateplanning #retirementplanning #agemyfinancialstrategies #wealthprotection #wealthmanagement #coloradofiduciary #connecticutfiduciary #estateplantips

As we gather with family and friends, let’s take a moment to honor the brave men and women who fought for our independence and continue to protect our liberties. From all of us at Agemy Financial Strategies, Happy 4th of July! #independenceday #4thofjuly #agemyfinancialstrategies

'Tis the season of Independence! Did you know that Thomas Jefferson amended the wording of the Declaration of Independence from 'pursuit of property' to 'pursuit of happiness'? This historical change resonates with retirement planning today. While many focus on accumulating assets, fiduciaries emphasize that retirement is about more than wealth—it's about reducing stress and enabling people to pursue happiness in retirement. Tune in to the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy for more insights: https://bit.ly/3RN7Dui #retirementincomeplanning #retirementstrategy #retirementincomeplanning #retirementassets #coloradofiducairy #connecticutfiduciary #financialstrategy #retirementpodcast

Achieving a happy and secure retirement requires careful planning and diligent management of your wealth AND health. At Agemy Financial Strategies, we believe in building long-term relationships with our clients, offering continuous support and adjustments as your life and financial situations evolve. Let our fiduciary advisors help make your retirement truly fulfilling. Contact us today to schedule your complimentary strategy session at agemy.com. #agemyfinancialstrategies #retirementgoals #retirementplanning #retirementplan #coloradofiduciary #connecituctfiduciary #happyretirement #financialplanning

Protecting your hard-earned nest egg from inflation is crucial in today's uncertain economic climate. #TIPS may offer inflation protection and additional benefits as you navigate various investment options. Continue reading to see how they might be a valuable addition to your investment portfolio: https://bit.ly/3VvUjM9 #treasuryinflationprotectedsecurities #retirementincomeplanning #retirementinvestments #inflationproofinvestments #investmentportfolio #retirementportfolio #agemyfinancialstrategies #coloradofiduciary #connecticutfiduciary

The expression 'island time' refers to a laid-back attitude where schedules don’t matter, and you can completely relax without worrying about daily tasks and responsibilities. However, when it comes to your financial future, it’s crucial to balance this carefree vacation mindset with the disciplined planning needed for retirement. Tune into this week's Financial Strategies podcast, where Andrew Agemy broadcasts live from the Bahamas! He and Daniel discuss the importance of enjoying moments of relaxation while always remembering that a well-planned retirement will provide the freedom to enjoy many more "island times" in the future: https://bit.ly/45L1BjJ #retirementpodcast #agemyfinancialstrategies #financialplanning #coloradofiduciary #connecticutfiduciary #retirementplanning