Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We, at Aegis Wealth Partners, want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Are you showing your paycheck the love it deserves?
Like it or not, taxes are part of life. Understanding them could help your tax-saving strategy.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
An inside look at how marginal income tax brackets work.
For many, retirement includes contributing their time and talents to an organization in need.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that vacation home, you invested the money?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Recent changes in estate tax laws could affect the strategy you have in place.
Pundits say a lot of things about the markets. Let's see if you can keep up.