Welcome to AEGIS Financial Strategies
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
One of the most common questions people ask about Social Security is when they should start taking benefits.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Five phases to changing unhealthy behaviors.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
Pundits say a lot of things about the markets. Let's see if you can keep up.