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Calculators

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Helping You Preserve and Grow Your Future

In Greek mythology, Aegis is the shield used by Zeus, the king of the gods.  It is a symbol of security and strength. At Aegis Advisors we believe financial security is the reward of a strong financial plan.

Aegis Advisors is an independent wealth advisory and financial services firm. As an independent firm, we offer objective solutions with our client's goals in mind.  We do not manufacture financial products nor do we have proprietary products that we must sell. Our clients include privately held businesses, professionals, retirees, and their families. Our services range from helping our clients develop a plan to achieve financial independence as well as developing ideas for businesses to attract and retain valuable employees.

We work with our clients to develop and prioritize their financial goals. We help them implement a strategy to minimize their exposure to unnecessary risk.  We believe that each client's financial needs are as unique as his or her fingerprint, which is why we have the ability to develop a plan that serves those needs.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you estimate your annual federal income tax liability.

How much Disability Income Insurance do you need?

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