Posts filed under: Media Mentions

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

More alternatives to long-term care insurance

August 16, 2014|Brent Hunsberger, The Oregonian Lowell Serfling bought long-term care insurance a dozen years ago at his dying wife’s suggestion and paid $150 a month for it – until earlier this year. That’s when State Farm informed him that...

Deciding when to take Social Security benefits

April 19, 2014|Joe Alfonso, Guest blogger, The Christian Science Monitor Retirees who begin collecting Social Security before their full retirement age can take a significant cut to their benefits — but there may be a way to “reset” that process...

Social Security workshop set

March 6, 2014|Cliff Newell, The Lake Oswego Review Baby boomers urged to find best way to receive benefits The boom is on when it comes to people signing up for Social Security. Many baby boomers have already retired and many...

Steps to Building Wealth

December 23, 2013|Bruce W. Fraser, Bankrate.com Remember playing Legos as a kid? You could quickly take a random pile of blocks and build something solid. The steps to building wealth are not so different, as the process involves a series...

4 Keys to a Successful Retirement

April 24, 2013|Joseph Alfonso, Credit.com All of us hope that at the end of a long working career we will be able to enjoy retirement secure in the knowledge that we can support our desired lifestyle without ever running out...

4 Income Tax Benefits You Missed This Year

April 15, 2013|Joseph Alfonso, Credit.com By now most of us have filed our income tax returns, and the last thing we want to do at this point is think about taxes....

Big 401(k) Mistakes … and How You Can Avoid Them

April 13, 2013|Veronica Dagher, The Wall Street Journal What you don’t know about your 401(k) could hurt you. Millions of Americans are counting on their 401(k) to fund their golden years. But financial advisers say some people may be making...

Finding The Right Way for Widows

April 11, 2013|Cliff Newell, The Lake Oswego Review Kathleen Rehl to lead workshop on financial planning for widows April 20 in Lake Oswego Nothing can prepare a woman for the shock and grief that comes with the loss of a...

The Risk of Safety

January 25, 2013|Joe Light, The Wall Street Journal For the past five years, the Federal Reserve has pushed down the interest rates on traditionally safe assets such as Treasury bonds to near record lows, in hopes of sparking the economy....

At the fiscal cliff, most taxpayers enjoy a nice view

January 5, 2013 |Brent Hunsberger, The Oregonian From afar, cliffs can be beautiful, awe-inspiring. Up close, they’re jagged, intimidating and dangerous. What Congress did last week to avert the fiscal cliff works just the opposite. For now, the vast majority...