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Joe Alfonso

Aegis Financial Advisory
Santa Clara, CA
www.aegisadvisory.com

Available Topics
Basic Principles of Investing
Planning to Achieve Financial Independence
The Financial Planning Process (For DIY-ers and Delegators)

  • Are you throwing cash away?

    May 01, 2012

    One of the most stressful parts of tax filings is gathering the information. Managing tax recordkeeping as a year-round job makes the actual filing of the return much easier.

    Erin Baehr

Have you put summer travel plans on hold because of rising gas prices?

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