The hardest part is usually just starting the conversation. Contact me today to learn what simple steps you can take today to ensure your legacy is protected.
Could your portfolio benefit from a zero-coupon bond?
AEGISFINANCIALPARTNERS.COM
The ABCs of Zero Coupon Bonds
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
AEGISFINANCIALPARTNERS.COM
Social Security Benefits: How Much Will I Receive
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
AEGISFINANCIALPARTNERS.COM
The Most Overlooked Item of Any Home Improvement
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
AEGISFINANCIALPARTNERS.COM
Perception vs. Reality
The global economy can seem like an abstract concept, yet it influences our everyday lives in both obvious and subtle ways. Nowhere is this clearer than in the current economic state amid the throes of the pandemic.
VISUALCAPITALIST.COM
The $88 Trillion World Economy in One Chart
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
AEGISFINANCIALPARTNERS.COM
Directors and Officers Liability Insurance
There are many factors to consider before tapping retirement money to pay for college.
AEGISFINANCIALPARTNERS.COM
Should You Tap Retirement Savings to Fund College?
National Planning Month - How many "advisors, investments managers, planners" do you work with? If more than one why?
#financialplanning #financiallifeplaning #GoodAdvisorsfinishfirst #ROL
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | October 2020
Your #insurance needs don’t stay the same when the nest empties, but what changes?
AEGISFINANCIALPARTNERS.COM
Insurance Needs Assessment: For Empty Nesters and Retirees
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
AEGISFINANCIALPARTNERS.COM
Is Term Life Insurance for You?
Business owners should consider a succession plan sooner rather than later.
AEGISFINANCIALPARTNERS.COM
Succeeding at Business Succession
You face sequence of returns risk. Know what it is? #investing #investmentrisk
AEGISFINANCIALPARTNERS.COM
The Investment Risk No One’s Ever Heard Of
How prepared are you for retirement?
AEGISFINANCIALPARTNERS.COM
The Pre-Retirement Checklist
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
AEGISFINANCIALPARTNERS.COM
Stay Safe with a B.O.P. At Your Back
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
AEGISFINANCIALPARTNERS.COM
The Other Sure Thing
Is there a role for both active and passive investments in your portfolio?
AEGISFINANCIALPARTNERS.COM
The Great Debate Continues: Active vs. Passive
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
AEGISFINANCIALPARTNERS.COM
Understanding Marginal Income Tax Brackets
Check out this video on taxes. #IncomeTax
AEGISFINANCIALPARTNERS.COM
The Facts About Income Tax
College, kids and costs.
AEGISFINANCIALPARTNERS.COM
Getting a Head Start on College Savings
Periodic withdrawals in retirement may not be such a good idea.
AEGISFINANCIALPARTNERS.COM
Systematic Withdrawals in Retirement
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
AEGISFINANCIALPARTNERS.COM
What If You Get Audited?
Could your portfolio benefit from a zero-coupon bond?
AEGISFINANCIALPARTNERS.COM
The ABCs of Zero Coupon Bonds
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | November 2020
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
AEGISFINANCIALPARTNERS.COM
Money that Buys Good Health is Never Ill Spent
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
AEGISFINANCIALPARTNERS.COM
How Women Can Prepare For Retirement
You've allocated your assets; you just may not realize it yet. #AssetAllocation
AEGISFINANCIALPARTNERS.COM
Asset Allocation
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
AEGISFINANCIALPARTNERS.COM
Is a Variable Annuity Right for Me?
Do you have a will? Is it updated?
AEGISFINANCIALPARTNERS.COM
When Do You Need a Will?
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
AEGISFINANCIALPARTNERS.COM
Silver Sneakers 101
How do you find care for your special-needs child?
AEGISFINANCIALPARTNERS.COM
Tips for Finding Care for Your Disabled Child
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
AEGISFINANCIALPARTNERS.COM
Tax Rules When Selling Your Home
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
MYF.MG
The Other Sure Thing
Wall Street has a lot of cliches. How many do you know?
#WallStreet
AEGISFINANCIALPARTNERS.COM
16 Wall Street Cliches in 60 Seconds
Does your business have a retirement strategy that fits your short, long-term needs?
AEGISFINANCIALPARTNERS.COM
Choosing a Retirement Plan that Fits Your Business
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | December 2020
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
AEGISFINANCIALPARTNERS.COM
Inflation and Your Portfolio
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
AEGISFINANCIALPARTNERS.COM
Inventorying Your Possessions
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
AEGISFINANCIALPARTNERS.COM
Encore Careers: Push Your Boundaries
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
AEGISFINANCIALPARTNERS.COM
Do You Owe The AMT?
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
AEGISFINANCIALPARTNERS.COM
Insuring Your Business Against Cyber Liability
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
AEGISFINANCIALPARTNERS.COM
An Overview of Renter’s Insurance
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
AEGISFINANCIALPARTNERS.COM
Are Alternative Investments Right for You?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
AEGISFINANCIALPARTNERS.COM
How to Retire Early
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
AEGISFINANCIALPARTNERS.COM
Four Really Good Reasons to Invest
If you thought that payouts from life insurance are tax-free in all cases, think again.
AEGISFINANCIALPARTNERS.COM
When Life Insurance Becomes Taxable
Three tips for giving smart from the heart.
AEGISFINANCIALPARTNERS.COM
Charitable Giving: Smart from the Heart
If you died, what would happen to your email archives, social
profiles, and online accounts?
AEGISFINANCIALPARTNERS.COM
Safeguard Your Digital Estate
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
AEGISFINANCIALPARTNERS.COM
How Will Working Affect Social Security Benefits?
Just entering retirement? Here's what you need to know.
AEGISFINANCIALPARTNERS.COM
9 Facts About Retirement
Have a strategy for discussing healthcare with your parents. #AgingParents
AEGISFINANCIALPARTNERS.COM
Caring for Aging Parents
The tax rules that govern donating art are complex and confusing. #taxes #art
AEGISFINANCIALPARTNERS.COM
Donating Art: Taxation Abstraction
What do you need to know in the face of post COVID-19 volatility?
AEGISFINANCIALPARTNERS.COM
Pullbacks, Corrections, and Bear Markets
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
AEGISFINANCIALPARTNERS.COM
Retiring the 4% Rule
Find out whether you are insurable before implementing a strategy using life insurance.
AEGISFINANCIALPARTNERS.COM
Universal Life Insurance
Have a strategy for discussing healthcare with your parents. #AgingParents
AEGISFINANCIALPARTNERS.COM
Caring for Aging Parents
The tax rules that govern donating art are complex and confusing. #taxes #art
AEGISFINANCIALPARTNERS.COM
Donating Art: Taxation Abstraction
What do you need to know in the face of post COVID-19 volatility?
AEGISFINANCIALPARTNERS.COM
Pullbacks, Corrections, and Bear Markets
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
AEGISFINANCIALPARTNERS.COM
How to Appeal Your Property Taxes
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | January 2021
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
AEGISFINANCIALPARTNERS.COM
Mutual Funds vs. ETFs
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
AEGISFINANCIALPARTNERS.COM
Retiring the 4% Rule
Find out whether you are insurable before implementing a strategy using life insurance.
AEGISFINANCIALPARTNERS.COM
Universal Life Insurance
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
AEGISFINANCIALPARTNERS.COM
Protecting Your Home Against Flood Loss
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
AEGISFINANCIALPARTNERS.COM
How to Make the Tax Code Work for You
Have you heard these three common misconceptions about #SocialSecurity?
AEGISFINANCIALPARTNERS.COM
Don't Buy The Hype
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
AEGISFINANCIALPARTNERS.COM
How to Appeal Your Property Taxes
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | January 2021
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
AEGISFINANCIALPARTNERS.COM
Put It in a Letter
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
AEGISFINANCIALPARTNERS.COM
Medicare vs. Medicaid
The earliest you can file your 2020 taxes is February 12.
FASTCOMPANY.COM
When can I file my taxes? Here’s why the IRS won’t let you right now, even if you wanted to
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
AEGISFINANCIALPARTNERS.COM
Protecting Your Home Against Flood Loss
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
AEGISFINANCIALPARTNERS.COM
How to Make the Tax Code Work for You
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | February 2021
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
AEGISFINANCIALPARTNERS.COM
Ways to Supplement Your Medicare Coverage
Learn the language of life insurance.
AEGISFINANCIALPARTNERS.COM
Term vs. Permanent Life Insurance
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
AEGISFINANCIALPARTNERS.COM
TIPS for Inflation
Is 100 the new 80? How is your planning factoring in this? Who cares what the rate of return is on your portfolio when you are 60 if it does get you all the way home.
Three important questions to consider before you start taking #SocialSecurity.
AEGISFINANCIALPARTNERS.COM
Three Key Questions to Answer Before Taking Social Security
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
AEGISFINANCIALPARTNERS.COM
What is the Value of Your Business?
Take an inside look into Simplified Employee Pension plans.
AEGISFINANCIALPARTNERS.COM
Is a SEP-IRA Right for Your Business?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | February 2021
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
AEGISFINANCIALPARTNERS.COM
Ways to Supplement Your Medicare Coverage
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
AEGISFINANCIALPARTNERS.COM
How Will Working Affect Social Security Benefits?
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
AEGISFINANCIALPARTNERS.COM
Estate Management Checklist
Three important questions to consider before you start taking #SocialSecurity.
AEGISFINANCIALPARTNERS.COM
Three Key Questions to Answer Before Taking Social Security
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
AEGISFINANCIALPARTNERS.COM
What is the Value of Your Business?
Take an inside look into Simplified Employee Pension plans.
AEGISFINANCIALPARTNERS.COM
Is a SEP-IRA Right for Your Business?
The tax rules that govern donating art are complex and confusing. #taxes #art
AEGISFINANCIALPARTNERS.COM
Donating Art: Taxation Abstraction
Does your #insurance cover you if you get into an accident with an uninsured driver?
AEGISFINANCIALPARTNERS.COM
Protection Against Uninsured Drivers
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
AEGISFINANCIALPARTNERS.COM
How Will Working Affect Social Security Benefits?
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
AEGISFINANCIALPARTNERS.COM
Estate Management Checklist
Three important questions to consider before you start taking #SocialSecurity.
AEGISFINANCIALPARTNERS.COM
Three Key Questions to Answer Before Taking Social Security
As complex as the details of taxes can be, the income tax process is fairly straightforward.
AEGISFINANCIALPARTNERS.COM
How Income Taxes Work
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | March 2021
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
AEGISFINANCIALPARTNERS.COM
When Special Care Is Needed: The Special Needs Trust
Earnings season can move markets. Find out why.
AEGISFINANCIALPARTNERS.COM
Earnings for All Seasons
The tax rules that govern donating art are complex and confusing. #taxes #art
AEGISFINANCIALPARTNERS.COM
Donating Art: Taxation Abstraction
Periodic withdrawals in retirement may not be such a good idea.
AEGISFINANCIALPARTNERS.COM
Systematic Withdrawals in Retirement
If you died, what would happen to your email archives, social
profiles, and online accounts?
AEGISFINANCIALPARTNERS.COM
Safeguard Your Digital Estate
As complex as the details of taxes can be, the income tax process is fairly straightforward.
AEGISFINANCIALPARTNERS.COM
How Income Taxes Work
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AEGISFINANCIALPARTNERS.COM
Monthly Market Insights | March 2021
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
AEGISFINANCIALPARTNERS.COM
When Special Care Is Needed: The Special Needs Trust
The core question driving the advice and planning world has been, “Do you or will you have enough money?” Little wonder then that advisors spend so much time validating allocations (pie-charts), investments, and returns,...
AEGISFINANCIALPARTNERS.COM
The Core Question
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
AEGISFINANCIALPARTNERS.COM
Why Medicare Should Be Part of Your Retirement Strategy
Life insurance can be a powerful tool in reducing the effect of taxes on your retirement savings and your estate. https://bit.ly/3bP75j0
If you thought that payouts from life insurance are tax-free in all cases, think again.
AEGISFINANCIALPARTNERS.COM
When Life Insurance Becomes Taxable
Even low inflation rates can impact your retirement outlook over time.
AEGISFINANCIALPARTNERS.COM
Inflation - Back to the Future
Consider a bucket plan to go with your bucket list.
AEGISFINANCIALPARTNERS.COM
A Bucket Plan to Go with Your Bucket List
Learn more about whether you need to pay estimated taxes.
AEGISFINANCIALPARTNERS.COM
You May Need to Make Estimated Tax Payments If…
The core question driving the advice and planning world has been, “Do you or will you have enough money?” Little wonder then that advisors spend so much time validating allocations (pie-charts), investments, and returns,...
AEGISFINANCIALPARTNERS.COM
The Core Question
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
AEGISFINANCIALPARTNERS.COM
Why Medicare Should Be Part of Your Retirement Strategy
Life insurance can be a powerful tool in reducing the effect of taxes on your retirement savings and your estate. https://bit.ly/3bP75j0
