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70 + Older When You Need Help: In-Home Care Programs for …

WebWhen You Need Help: In-Home Care Programs for Older Individuals What is in-home care? Not every older American ends up in a nursing home or a retirement community. In fact, …

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Under 70 Insurance Needs for Empty Nesters and Retirees

WebInsurance Needs for Empty Nesters and Retirees Thinking about coverage as you enter a new phase. With the children now out of the house, financial priorities become more …

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70 + Older Facing the Possibility of Incapacity

WebIncapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or …

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A healthy choice

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

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70+ Healthcare in Retirement AEGIS Financial

WebHealthcare in Retirement What health care benefits are available in retirement? Health care in retirement is available from many sources. Government programs (such as Medicaid …

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Making the Most of Medicare’s Open Enrollment Period

WebWith Medicare’s open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare. Medicare’s open enrollment season is upon …

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Lifestyle Look CARES Act AEGIS Financial

WebCARES Act: Rebates, Health Coverage, Homeownership and More. FAMILY AND LIFE EVENTS. March 31, 2020. Review provisions that include recovery rebates, expansion …

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70 + Older Life Insurance with Extended-Care Riders

WebAs conventional extended-care policies grow costlier, alternatives have emerged. The COVID-19 pandemic has changed extended-care policies. While the specific policy …

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Under 70 Caring for Your Aging Parents

WebCaring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or …

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Thrive in all of life’s stages Longevity Ever After

WebVOLUME 6 – DECEMBER 2022 Thrive in all of life’s stages As life expectancy rises, how can we ensure we are making the most of the additional years gifted to us? I encourage …

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70 + Older Housing Options for Older Individuals

WebAs you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or live close to your …

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Aurora’s Retirement Plan Changed

WebAs a result of Aurora Healthcare and Advocate Health Care’s merger, changes were made to the employee retirement plan. Participant contributions are now only allowed into the …

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Long-Term Care Insurance (LTCI) a Protection Planning Tool

WebLong-Term Care Insurance (LTCI) In return for your payment of premiums, a long-term care insurance (LTCI) policy will pay a selected dollar amount per day (for a selected period …

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Inside Scoop New York City Financial Landmarks

WebForbes 2023! We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2023! This is the […]

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Under 70 Eldercare Choices in the COVID-19 Era

WebExploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra …

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Aurora’s Retirement Plan is Changing Advice for Life

WebAs a result of Aurora Healthcare and Advocate Health Care’s merger changes were made to the employee retirement plan. Participant contributions are now only allowed into the …

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70 + Older The Need for Power of Attorney

WebPOAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal …

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Brian Rogers, CFP®

WebAfter nearly ten years in engineering, Brian joined AEGIS Financial in 2017 as a Client Service Associate, intending to become a CFP® professional. Brian then achieved his …

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