Agemy Financial Strategies

Agemy Financial Strategies We specialize in conservative retirement strategies with the goal of minimizing our clientโ€™s risk A customized approach is used with each individual situation.

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living. We specialize in conservative retirement strategies with the goal of minimizing our client's risk with an effective return. Our core objective is to satisfy our client's needs... We listen. There are no pre

conceived ideas as each person has very different needs, backgrounds and circumstances. Being sensitive to each person's situations, issues and concerns is a core value of our organization... We partner. We aim to use a servant's attitude to develop long-term relationships as we strive to treat others as we would like to be treated... We care. Advisory Services offered through Agemy Wealth Advisers, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are related.

It's been a raucous past few weeks for stocks. If you're nearing retirement or already retired, having a strategy for ge...
07/17/2026

It's been a raucous past few weeks for stocks. If you're nearing retirement or already retired, having a strategy for generating income during uncertain markets is essential.

In our latest blog, we cover practical retirement income planning strategies, including diversification, tax-aware withdrawals, sequence of returns risk, and more.

Don't let market headlines drive your retirement decisions. Learn how thoughtful planning can help you stay focused on your long-term goals.

Learn retirement income strategies that can help you navigate market volatility, protect your lifestyle, and create a more resilient retirement income plan.

07/17/2026

Watch the full episode here: tr.ee/vskaut

๐Ÿ”Ž A stress-free retirement isn't built by chanceโ€”it's built by understanding the risks before they become problems.In th...
07/15/2026

๐Ÿ”Ž A stress-free retirement isn't built by chanceโ€”it's built by understanding the risks before they become problems.

In this week's Financial Strategies episode, Andrew & Daniel Agemy discuss four key areas that can make a meaningful difference in retirement: knowing your true investment risk, avoiding unnecessary taxes and fees, and creating dependable income that doesn't rely solely on market performance.

The goal isn't just to grow your retirement savingsโ€”it's to build a strategy you can feel confident about for years to come.

Watch the full episode here: tr.ee/vskaut

What creates a truly stress-free retirement?It's not just having ...

07/13/2026

Planning ahead for Required Minimum Distributions (RMDs) can help you make more informed retirement and tax decisions.

Understanding account rules, deadlines, and potential tax considerations is an important part of managing your retirement income strategy. A thoughtful annual plan may include:
โ€ข ๐‰๐š๐ง๐ฎ๐š๐ซ๐ฒ โ€“ ๐Œ๐š๐ซ๐œ๐ก: Calculate your RMDs and review potential tax implications
โ€ข ๐€๐ฉ๐ซ๐ข๐ฅ โ€“ ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ: Determine your distribution schedule and consider setting up automatic withdrawals
โ€ข ๐๐จ๐ฏ๐ž๐ฆ๐›๐ž๐ซ โ€“ ๐ƒ๐ž๐œ๐ž๐ฆ๐›๐ž๐ซ: Confirm all deadlines and complete any Qualified Charitable Distributions (QCDs), if applicable

To review your plan, contact Agemy Financial Strategies at agemy.com.

If you retired tomorrow, could you confidently answer these three questions?โ€ข Do I understand my portfolio's risk?โ€ข Will...
07/10/2026

If you retired tomorrow, could you confidently answer these three questions?

โ€ข Do I understand my portfolio's risk?
โ€ข Will my money last throughout retirement?
โ€ข Am I prepared for the tax impact on my retirement income?

Our latest blog explores these important retirement planning considerations and how they may affect your financial future. Read more.

Effective retirement planning involves more than saving money. Discover three essential strategies for managing risk, income, and taxes in retirement.

07/10/2026

Watch the full episode here: tr.ee/HVvaS9

Address

1570 Boston Post Road
Guilford, CT
06437

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(203) 738-0026

Website

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