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.

The professional parent

Modern moms juggle the demands of parenthood and a full-time career The demands of motherhood and of a full-time career are weighty and rewarding, and […]

A healthy choice

Health plans are the top benefit choice among employees Gross domestic product at 2% to 3%, check. Unemployment around 4%, check. Little inflation or deflation, […]

Organizing Your Finances When Your Spouse Has Died

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there […]