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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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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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