Zeus's Shield: Client-Centered Financial Planning for Life

Most so called "financial advisors" are really salespeople with a strong financial incentive to get you to buy products that pay them a commission. Their focus is on getting you to complete a transaction rather than looking at your complete financial picture and making recommendations that are in your best interest. This blog will present unbiased information targeted at helping you make financial decisions that are right for you.


Wednesday, June 8, 2011

Quoted In Chicago Tribune Article On Spousal IRAs

http://www.chicagotribune.com/business/sc-cons-0602-started-20110603,0,7385908.story
Posted by Joe Alfonso, CFP(R), ChFC, EA, LTC at 10:38 AM No comments:
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest
Newer Posts Older Posts Home
Subscribe to: Posts (Atom)

Welcome to My Blog

Thank you for visiting. My goal is to share financial planning information that is useful, relevant and non-commercial. Comments are always welcome.

You can learn more by visiting my firm's website at www.aegisadvisory.com.

I hope that you achieve all your financial life planning goals.

Best,

Joe Alfonso, CFP(R), ChFC, EA, LTC


About Me

My photo
Joe Alfonso, CFP(R), ChFC, EA, LTC
United States
I am a fee-only CERTIFIED FINANCIAL PLANNER(TM) professional and NAPFA-Registered Financial Advisor with offices in Santa Clara, CA and Lake Oswego, OR. My firm practices comprehensive, client-centered financial planning. We welcome clients who have been ill-served by their current planner and are seeking a trusted advisor who will work in their best interests.
View my complete profile

SiliconValley.com ? Good Morning Silicon Valley

My Blog List

  • Vanguard Blog
    Vanguard Personal Advisor Services introduces Five-Fund Active Equity offer - Vanguard files initial registration with the SEC to launch three new active equity mutual funds.
    4 years ago
  • Bert Whitehead
    "Deja Vu" All Over Again - "Deja Vu" All Over Again Bert Whitehead, M.B.A., J.D. ©2016 2016 will be a year which separates the gamblers from the investors. Of course, we all want t...
    10 years ago
  • SFGate: City Brights: Ben Mangan
    -

Aegis Financial Advisory, LLC

Aegis Financial Advisory, LLC
Client Centered Planning for Life(tm)

Followers

Blog Archive

  • ▼  2011 (4)
    • ►  November (1)
    • ►  August (1)
    • ►  July (1)
    • ▼  June (1)
      • Quoted In Chicago Tribune Article On Spousal IRAs
  • ►  2010 (6)
    • ►  November (2)
    • ►  September (1)
    • ►  July (1)
    • ►  March (1)
    • ►  January (1)
  • ►  2009 (3)
    • ►  December (3)

My Links

  • Alliance of Cambridge Advisors
  • Visit Me On Facebook
  • NAPFA