Financial Strategies

Social Security payments grew by 5.9% this year. The biggest cost-of-living adjustment (COLA) in 40 years. Some estimates suggest the COLA could be as high as 11.4% next year as a direct result of surging inflation.  

There are still a lot of misconceptions about this impending benefit boost, and you'll need other/additional means of income to protect your retirement.  Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.   

UNDERSTANDING AND MAXIMIZINGYOUR SOCIAL SECURITY BENEFITS (PDF) 

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Are we in a recession? Some say we are, others say absolutely not. Wherever we are as a nation, sooner or later, the economy will fall into a recession - because that’s the nature of the economy. 

If you are nearing or already in retirement, how do you protect your hard-earned savings? In other words, how do you "recession-proof" your retirement? 

Find out in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here. 

Are Your Allocations Right for Social Security? (PDF) 

Are Your Allocations Right for RMDs? (PDF) 

The Importance of Financial Defense. (PDF)

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We all commonly misunderstand what numbers are telling us, and many of us don’t exercise due diligence to sift through the noise and get to the facts.

When it comes to planning for retirement, you need to be extra careful what - and who - you're listening to.   

Learn how to avoid being fooled into money moves that could later derail your retirement in the latest Financial Stratgies show with Andrew and Daniel Agemy here.

The Hard Lessons of Stock Market History (PDF) 

Resetting Your Retirement (PDF) 

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Passive income is money you derive from sources other than paid labor; like a rental property for example. Once established, passive income streams in retirement require little time and effort to maintain. But you DO need to put in the work - at least on the front end.

Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here as they break down the pros and cons of passive income, and how to decide if it's the right form of wealth building for you.

How To Give And Receive With Charitable Contributions (PDF) 

Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF) 

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What would YOU do if you were able to DOUBLE your retirement income? If time is your most valuable commodity, an organic, dependable income stream should be your goal.   Listen to the latest Financial Strategies podcast here to find out more.

Understanding and Maximizing Your Social Security (PDF)

Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF)

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What is a goals-based retirement? What does a goals-based approach mean?   

Your goals are unique to your situation in life and depends entirely on your ideal outcomes.  Taking time to ensure a secure and financially stable retirement is essential to enjoying your golden years. In today's Financial Strategies show, Andrew and Daniel explore what a goals-based retirement is and whether it's the right strategy for you and your financial future.   

When you're done watching the show, check out our free educational resources below for your financial planning needs:  

7 Risks to Your Retirement (PDF) 

Real Life Challenges: Reset Your Retirement (PDF) 

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Volatility can fool you.   

These days, investors are facing their share of challenges as stock values swing all over the place. Even if you’re not new to investing, this volatility can be hard to stomach.  

But is it all doom and gloom? You may be surprised to hear you're being fooled. Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more!   

NEGATIVE SPIN ON ANNUITIES (PDF) 

WHY INVESTING IN MUTUAL FUNDSCOULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF) 

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Do you suffer from 401(k) Brain? 

The 401(k) is an incredibly powerful investing tool, and there are plenty of advantages of contributing to this type of account. But despite its many advantages, the downside to investing in a 401(k) is that you typically don't have many investing options; which can be more costly than you might think.

Is your investment strategy stuck on repeat? Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy to learn more. 

Market Math Made Simple (PDF)

Guide to Ageing: 7 Milestone Ages to Remember (PDF)

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Gut instinct, or intuition, is your immediate understanding of something; there's no need to think it over or get another opinion—you just know. 

From investing confidence to market volatility concerns, when it comes to your financial planning, there's value in what your gut is telling you. 

Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.   

The Essentials of What You Need To Know About Retirement Income (PDF)

The Importance of Financial Defense (PDF) 

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While we can't predict what will happen in the current volatile market, we CAN prepare: Prepare for mispricing, prepare for misperceptions and prepare for inevitable mistakes.  Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to find out more!  

Download The Income Generation Report (PDF) 

Why Investing in Mutual Funds Could Jeopardize Your Plans for Retirement (PDF) 

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