Agemy Financial Strategies

10/26/2026

Your financial future isn’t written in stone. It’s shaped by the decisions you make today.

At Agemy Financial Strategies, we believe thoughtful planning beats predicting what comes next. Let us help you build a strategy around your goals, your priorities, and the future you envision.

Ready to retire, and 𝘴𝘵𝘢𝘺 retired?

🔗 Visit agemy.com to get started.

10/23/2026

Watch the full episode here: tr.ee/R1mB02

10/23/2026

Don’t leave your charitable giving to the last week of December.

falls on October 24, 2026 — a timely nudge to give with intention. Done well, a giving plan does two things at once: supports the causes that matter to you, and may trim what you owe in April.

Read our latest blog to learn more about incorporating charitable giving into your financial strategy here.

Explore how charitable giving can align with retirement planning, tax considerations, and estate planning while supporting the causes that matter most to you.

10/21/2026

💰 A financial head start is valuable. Learning what to do with it is even better.

530A accounts, the new child investment accounts created under the 2025 tax law, are giving families a fresh way to think about saving and investing for the next generation, including a one-time $1,000 starter contribution for eligible children born between 2025 and 2028.

In this episode of Financial Strategies, Andrew & Daniel Agemy explore how these accounts work, what families should understand about the rules, and why starting early can make such a difference.

But the bigger takeaway goes beyond the money itself. It’s about helping children and grandchildren understand the power of patience, investing, and long-term financial planning.

Watch the full episode and discover how small beginnings can help build a stronger financial future: tr.ee/R1mB02

What if every newborn started life with an investment account?In ...

10/16/2026

Watch the full episode here: tr.ee/jJ7jnZ

10/16/2026

𝐘𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧 𝐢𝐬 𝐚𝐛𝐨𝐮𝐭 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐰𝐡𝐚𝐭 𝐡𝐚𝐩𝐩𝐞𝐧𝐬 𝐚𝐟𝐭𝐞𝐫 𝐲𝐨𝐮’𝐫𝐞 𝐠𝐨𝐧𝐞.

It’s about making sure your wishes, finances, and the people who matter most are accounted for… now and in the future.

This , take a closer look at the pieces of your plan, from wills and trusts to beneficiary designations and incapacity planning.

Our latest blog breaks down what to consider, when to revisit your plan, and how estate planning can fit into your broader financial strategy.

Estate planning is about more than deciding who receives your assets after you’re gone. It’s about creating a plan for your finances, your family, your wishes, and the decisions that may need to be made if you become unable to make them yourself.