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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Like it or not, taxes are part of life. Understanding them could help your tax-saving strategy.
How long does a $20 bill last?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding the basics of disability income protection.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.