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"When I'm Sixty-Four"
April 18, 2017

By: Donald M. Goldberg, JD, CLU, ChFC  

When a teenaged Paul McCartney penned the song “When I’m Sixty-Four” he was describing an imagined situation that might one day impact people his father’s age. But today, young people who once tapped their toes to this tune when it appeared on the Beatles 1967 breakout album “Sergeant Pepper’s Lonely Hearts Club Band” (yes, this year is the 50th anniversary of its release) are today’s Baby Boomers and they are retiring at the rate of 10,000 per day! 

 

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How Women are Different from Men, Financially Speaking
April 17, 2017

We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes. In the financial world, women often find themselves in very different circumstances than their male counterparts. Everyone wants financial security. Yet women often face financial headwinds that can affect their ability to achieve it. The good news is that women today have never been in a better position to achieve financial security for themselves and their families.

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Putting Brexit into Perspective
April 13, 2017

By: Steven W. Kaye, CFP®, CLU, ChFC, RHU, CEBS, AAMS, CRC, AIF®

If you have a good long memory, you may recall that last Summer, the U.K. panicked the investment markets by voting, in a nation-wide referendum, to exit the European Union. There were, of course, dire predictions about the impact on the U.K. economy, which never materialized, in large part because the U.K. had not yet formally opted out of its Eurozone agreements.

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The Bond Market is a Turkish Bazaar - What the Brokers DON'T Want You to Know
April 11, 2017

By: Steven W. Kaye, CFP®, CLU, ChFC, RHU, CEBS, AAMS, CRC, AIF®

For many years I have been saying that the Bond Markets function like a Turkish Bazaar. When you look at the price of a stock everyone knows the current price. The stock exchanges list the price of the stock for all to see. You should get the same price quote regardless of what broker or advisor you call. It is called an EFFICIENT MARKET, with everyone having access to the same information. However, the bond markets are very different.

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2017 Best Cities for Successful Aging Study Released by The Milken Institute
April 5, 2017

By: Chris Schiffer, MBA, CPA, CFP®, AIF®

The Milken Institute Center for the Future of Aging, in collaboration with the Institute’s Research Department, released its 2017 “Best Cities for Successful Aging”™ report and index. 

The report evaluates 381 U.S. metropolitan areas on how well they serve the needs and meet the expectations of the nation’s largest-ever population of mature adults, enabling them to age productively, securely, and in optimal health.

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AEPG® Wealth Strategies Proudly Supports the 1st Annual Girls at the Green Golf & Dinner Invitational
March 16, 2017

We are very proud to announce that AEPG® Wealth Strategies is hosting and supporting the 1st Annual Girls at the Green Golf & Dinner Invitational on Thursday, May 11th, 2017 at Cedar Hill Golf & Country Club in Livingston, NJ, benefiting Girls on the Run New Jersey East.

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House Republican Plan to Replace the Affordable Care Act
March 15, 2017

By: Noel Santiago

Earlier this month House Republicans revealed their bill to repeal and replace Obamacare.  In the plan, both the individual mandate, and employer mandate to maintain health insurance is eliminated.  In its place, a new system of tax credits will be available to induce people to buy insurance through the open market.  

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"Repeal & Replace" or Is it Just "REPAIR" the Affordable Care Act?
February 28, 2017

By: William C. Corson, CLU, ChFC, RHU

With the Republicans holding control of Congress and the White House, it’s pretty certain that Obamacare will undergo significant changes this year. However, the Republicans are very divided on how much of it to change. 

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When Does it Help for Your House to be Worth Less?
February 17, 2017

By: Peter Hoglund, CFP®

Living in New Jersey can be an expensive proposition. This is balanced by our great sights, restaurants, corporations and schools, but it leaves many residents feeling the proverbial pinch in the pocketbook. With mortgage and refinance interest rates rising from historical lows, homeowners may have to look elsewhere for home cost reductions. 

 

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Trump Seeks to Halt the DOL’s Fiduciary Rule: Why a Fiduciary Advisor is So Important for You
February 16, 2017

By: Chris Schiffer, CFP®, CPA, MBA, AIF

Many people are under the mistaken belief that their Financial Advisor is a Fiduciary; however, that might not be the case.  The DOL Fiduciary Rule was passed last year with an effective date of April 2017.  The rule raises the level of care that Financial Advisors are required to provide on 401(k), Profit Sharing, or defined benefit plans to a Fiduciary standard when providing advice by putting clients’ interests ahead of their own.  

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