Archive: William Bowman, CPA

Make the most of Medicare’s Open Enrollment Period

Medicare’s open enrollment season is upon us. That means from now until December 7th, you are able to make changes to your Medicare Advantage and […]

70 + Older | The Need for Power of Attorney

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 […]

Your Responsibility as Our Client | AEGIScoop

To keep your financial plan current, we ask that you provide us timely updates on changes in your personal information, contact data, and any life […]

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