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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Here are six flags that may make your tax return prime for an IRS audit.
Taking regular, periodic withdrawals during retirement can be quite problematic.
To choose a plan, it’s important to ask yourself four key questions.
Marriage changes everything, including your insurance needs.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.