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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.
How to keep track of your savings bonds’ maturity dates. Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase […]
POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates […]
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced […]