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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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NJBIZ Named AEPG® Wealth Strategies as one of the 2017 Best Places to Work in New Jersey
February 16, 2017

NJBIZ Named AEPG® Wealth Strategies as one of the 2017 Best Places to Work in New Jersey, our fourth consecutive year. The ranking for 2017 will be announced at the NJBIZ awards ceremony at iPlay America’s Event Center in Freehold. 

 

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Trump Seeks to Halt the DOL's Fiduciary Rule: Why a Fiduciary Advisor is So Important for Employers
February 13, 2017

By: Chris Schiffer, CFP®, CPA, MBA, AIF & Brian Gregov, QKA, AIF®

Many Employers are under the mistaken belief that their Advisor on the company’s 401(k), Profit Sharing or defined Benefit plan is a Fiduciary; however, that might not necessarily be the case and without the Fiduciary Rule, employers and their plan participants may receive a reduced level of care. 



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Affordable Care Act (ACA) February 2017 Update
February 8, 2017

By: Noel Santiago & William C. Corson, CLU, ChFC, RHU

What to do about Obamacare has been at the forefront of the Trump Administration’s agenda. During the GOP’s recent retreat in Philadelphia, house speaker Paul Ryan and senate majority leader, Mitch McConnell laid out a timeline for the Administration’s top priorities that extends beyond the traditional 100 day window.

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AEPG® Employee's Lunch & Learn with the American Heart Association
January 25, 2017

By: Aviv Florenthal

On Friday, January 13th, AEPG® hosted a Lunch & Learn  with the American Heart Association (AHA) for our employees to learn and practice Cardiopulmonary Resuscitation, better known by it’s acronym, CPR. 

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It's Not too Late to Make 2016 IRA Contributions for You and Your Family Members
January 23, 2017

By: Gary Shor, MBA, CFP®  

As we head into February we would like to remind you that IT’S NOT TOO LATE to make contributions to your IRA accounts or your children's or grandchildren's IRA accounts for calendar year 2016 (you have until the earlier of when you file your taxes or April 19th, 2017 to make a 2016 contribution). 

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AEPG® Women Event: Go From WONDERing Women to WONDER Women
January 23, 2017

By: Stephanie Bowyer, CFP®, CDFA™

 

On Wednesday, January 18th AEPG® Women held an event titled: “Go from Wondering Women to Wonder Women”. The evening featured Jodi Topitz, creator of Divorce Décor as our guest speaker – she gave a witty, empowering and inspirational presentation for women in transition.

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Are You Sitting on a Ticking Tax Time Bomb?
January 20, 2017

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

As a business owner, are you unknowingly sitting on a Ticking Tax Time Bomb? Unfortunately, for some of you the answer could be yes! The reason goes back to August 17, 2006 when Congress passed sections 101 (j) and 60391 of the Pension Protection Act to do away with abuses having to do with Employer Owned Life Insurance which, back then, had taken on the moniker of Janitor Insurance in the popular press.

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How Will the Election Affect Healthcare?
December 21, 2016

By: Noel Santiago

The results of the presidential election have caused many questions to arise regarding the status of the Affordable Care Act, (ACA) reporting requirements and deadlines.  

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AEPG® Wealth Strategies Welcomes Gary Quinzel, CFA, MBA
December 19, 2016

Gary Quinzel, CFA, MBA

Vice President & Senior Portfolio Manager

AEPG® Wealth Strategies is pleased to announce that Gary Quinzel, CFA, MBA has joined the firm as Vice President & Senior Portfolio Manager in our Investment Management Team.  Gary will be responsible for managing the firm’s investment process, portfolio selection and most importantly educating and guiding our clients on their investments.

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