Aegis Financial Advisory

Ask Bob: How do I estimate my spouse’s Social Security benefit?

Aegis Financial Advisory — Thu, 16 Sep 2021 18:24:27 +0000

ROBERT POWELL, CFP| September 14, 2021; Retirement Daily| On the Street A reader would like to determine what his wife’s benefit will be since she’s claiming on his work record. He claimed Social Security early – how does that impact his wife? Adviser Joe Alfonso explains. Question I would like to estimate my spouse’s benefit...

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Ask Bob: Is It Still Possible to File a Restricted Application and Claim Social Security Benefits From an Ex-spouse?

Aegis Financial Advisory — Sat, 01 May 2021 16:02:43 +0000

A reader wonders if he qualifies for a restricted application as well as an increased benefit from claiming Social Security under his ex-wife’s earnings record. ROBERT POWELL, CFP®| Apr 29, 2021 Question I live in Costa Rica. I’m 68 years old (born 1952), my ex-wife is 75. We were married for 14 years and she...

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Ask Bob: What Social Security Benefits are Available to the Widow and Children?

Aegis Financial Advisory — Tue, 03 Nov 2020 23:20:11 +0000

Retirement Daily| On The Street Robert Powell, CFP® | Oct 27, 2020 Question When a spouse passes on in his/her early years, the marriage was over 10 years and they have kids, can the widow utilize the Social Security survivor benefits? And at what age? Answer If the decedent spouse has credit for one and...

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Covid-19 and Roth Conversions in 2020

lanergyadmin — Mon, 25 May 2020 22:28:28 +0000

The financial fallout from the COVID-19 crisis has been difficult for many and its effects will likely be felt for some time. On the bright side, it has created a wonderful opportunity to do Roth conversions at an affordable tax cost and gain insurance against future tax rate increases. Roth IRAs Have Two Big Tax...

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Social Security Planning Virtual Workshop On May 11, 2020 6PM-8PM PST

lanergyadmin — Fri, 24 Apr 2020 18:12:30 +0000

I will be presenting a Zoom virtual workshop on Social Security on May 11, 2020 from 6PM-8PM PST. We will discuss the basic rules of the Social Security system and ways that individuals and couples can use these rules to maximize benefits. The workshop is free and is being hosted by the Lake Oswego Adult...

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6 Great Tax Tips for the End of the Year

lanergyadmin — Tue, 12 Dec 2017 16:57:19 +0000

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 a few more tricks onto their to-do lists. Here are some of the most common...

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Joseph Alfonso, CFP®, ChFC®, EA, RICP®, Principal, Aegis Financial Advisory, Named ‘Best Practices Advisor’ By Institute for the Fiduciary Standard

lanergyadmin — Sun, 26 Mar 2017 15:33:55 +0000

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®, ChFC®, EA, RICP®, Fee-Only financial planner and principal of AEGIS FINANCIAL ADVISORY, LLC, (https://www.aegisadvisory.com) an...

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Social Security savviness still pays off

lanergyadmin — Fri, 30 Dec 2016 23:33:49 +0000

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, the federal budget legislation signed into law in November 2015 reined in those two popular...

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Linn Energy Looks to Ease Tax Hit on Investors

lanergyadmin — Thu, 10 Mar 2016 05:13:21 +0000

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 investors, there are worse things than going to zero. A wave of expected bankruptcy filings...

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Ted Cruz Is Making One Texas-Sized Investing Mistake

lanergyadmin — Wed, 02 Mar 2016 05:52:58 +0000

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 Texas Senator Ted Cruz is sticking too close to his roots with his investment choices,...

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