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Media Mentions
Aegis Financial Advisory is regularly quoted in the media and has appeared in publications such as the Wall Street Journal, The Chicago Tribune, Smart Money and U.S. News and World Report
6 Great Tax Tips for the End of the Year
US News and World Report | Annalyn Kurtz| Dec. 4, 2017 The end of the year is always a good time to do some financial housekeeping, but this year in particular, uncertainty about tax reform may mean investors should throw...
Joseph Alfonso, CFP®, ChFC®, EA, RICP®, Principal, Aegis Financial Advisory, Named ‘Best Practices Advisor’ By Institute for the Fiduciary Standard
Lake Oswego, OR (PRWeb) March 26, 2017 Vanguard Founder John C. (Jack) Bogle, Personal Finance Writer, Jane Bryant Quinn endorse Best Practices, speak on importance of fiduciary standard to investors Lake Oswego, OR, March 26, 2017 — Joseph Alfonso, CFP®,...
Social Security savviness still pays off
By Donald Jay Korn Financial-Planning.com December, 30 2016, 1∶22pm EST Not so long ago, Terry Prather was advising clients to submit restricted applications for Social Security retirement benefits. Similarly, Timothy Hayes was explaining the file-and-suspend plan to his clients. However,...
Linn Energy Looks to Ease Tax Hit on Investors
Master limited partnership is exploring a change to corporate structure that could shield investors from the fallout of a likely debt restructuring The Wall Street Journal | Liz Hoffman, Matt Jarzemsky and Laura Saunders| March 9, 2016 For some energy...
Ted Cruz Is Making One Texas-Sized Investing Mistake
Kerri Anne Renzulli |Time.com | March 01, 2016 You might be making it too. This is part of an occasional series of articles looking at the presidential candidates’ own finances. The first examined Jeb Bush’s portfolio. Republican presidential hopeful and...
The Big, Costly Investing Mistakes That Jeb Bush Is Making
Kerri Anne Renzulli | Time.com | February 19, 2016 Too many funds, too little clarity, and too high fees. This is the first of an occasional series of articles looking at the presidential candidates’ own finances. It was published the...
Social Security Savvy Still Pays
February 1, 2016|Donald Jay Korn, Financial Planning Magazine Not so long ago, Terry Prather was advising clients to submit restricted applications for Social Security retirement benefits. Similarly, Timothy Hayes was explaining the file-and-suspend plan to his clients. However, the federal...
The Hows And Whys Of Life Insurance For Children
Jan 27, 2016|Barbara Marquand, Forbes The question of whether to buy life insurance for children sparks strong debate about the value of such policies. Life insurance for children is often marketed to parents or grandparents as a way to save...
ACP Member Joseph Alfonso to Appear on SiriusXM Radio Show ‘Your Money’ with Professor Kent Smetters
Alliance of Comprehensive Planners (ACP) member Joseph Alfonso, CFP®, ChFC, EA, founder and principal of Aegis Financial Advisory, will be a featured guest on “Your Money” on Tuesday, May 26, 2015, at 5:30 PM EDT. The show is broadcast on...
The best time to start taking Social Security
Jan 15, 2015|Cliff Goldstein, MarketWatch If you’re nearing retirement, you’ll likely be faced with a decision: Should you start taking Social Security at the earliest age possible, 62, wait until you reach your full retirement age (65 to 67, depending...