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By combining tax strategy with personalized investing and a Financial Life plan, our approach for pre-retirees and retirees is about building your nest egg and preserving it as you enjoy your retirement.
Through our multi-level service platform, we help you navigate complexities like 401(k)s, Social Security rules, and rising health care costs – while making sure that you can actually enjoy this life stage that you’ve been saving for.
What do you want to accomplish before you retire? If you are already retired, how would you change your retirement lifestyle if you could? Is leaving a legacy important to you? The AEGIS Discovery Guide helps us understand what matters to you.
The Financial Life Plan incorporates all aspects of your wealth, and with our unique tax-oriented approach, we also ensure that tax strategies are integrated throughout. We go beyond conventional retirement planning to help you enjoy this phase of your life.
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
Every year, we lose clients either expectantly or not. Recently we lost two precious ladies. One expected, one not. One had a spunk we loved […]
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for […]
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement […]
Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security […]