Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Under 50 | Should You Consider Refinancing Your Mortgage?

Market sees historic lows in mortgage rates. On July 16, mortgage giant Freddie Mac announced that the average interest rate for a 30-year home loan […]

Under 30 | Little Known Homeowners Insurance Facts

You may be surprised to learn what is and is not covered. If you have a homeowners insurance policy, you should be aware of what […]

70 + Older | Understanding Long-Term Care

Understanding Long-Term Care The important question: Are you prepared? Provided by AEGIS Financial   Addressing the potential threat of long-term care expenses may be one […]