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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are ways to improve your physical fitness without denting your fiscal fitness.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The market is as unpredictable as the weather. We’d love to help you prepare.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What are your options for investing in emerging markets?