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Our Thinking Blog

Time for a Medicare Checkup? Ensure You are Getting the Best Value
September 19, 2017

By: Gary Shor, MBA, CFP® & William C. Corson, CLU, ChFC, RHU

If you're turning 65, or already enrolled in Medicare and over 65 - now is a great time to talk to your AEPG Financial Life Planner about Medicare Open Enrollment and take this opportunity to review your benefits!


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Equifax & Identify Theft: It CAN Happen to You
September 15, 2017

By: Alex Vaccarella, CFP®

Despite the risk and reality of identity theft making headlines more and more over the past number of years, many people still feel that identity theft will not happen to them. With the most recent breach with Equifax, estimating that over 143 million people’s sensitive information may have been compromised, the likelihood that you will be a victim of identity theft going forward has gone up significantly. What’s worse, those of us who explicitly avoid banking online were not safe from the breach – if you have a credit record, Equifax likely has sensitive information on you whether you do your banking online or not.

Because of the breach, we have many clients reaching out to us asking what they should be doing. Here are your options.


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The Rise of Impact Investing
September 11, 2017

By: Christopher Holland, CFA & Morgan Fusco

“Doing good while doing well” with your investments has certainly been making waves in the last few years. Sustainable investing is becoming increasingly popular as a way for investors to have their investments reflect their values. Impact investments are investments in securities that favor or work towards positive societal impacts while avoiding companies in questionable industries.  


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IRS Provides Relief for Victims of Hurricane Harvey by Relaxing Plan Rules
August 31, 2017

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

The IRS Announced (Announcement 2017-11) on Wednesday, September 30, 2017 that it has provided relief to victims of Hurricane Harvey by relaxing regulation on Qualified Employer Plans including 401k and 403 Plans.


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Free Application for Federal Student Aid (FAFSA) Alert
August 18, 2017

By: Bret Kaye, MBA, CFP®

The 2017-2018 school year is upon us and it’s never too early to start preparing for the next year! Both current student and college-bound students should be aware that next year’s FAFSA form is being released October 1, 2017. 

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T+2 is Here: the Shortening of the Trade Settlement Cycle
August 16, 2017

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

Surprisingly this topic has received little coverage compared to last time the trade cycle was shortened years ago from a 5 day to a 3 day trade settlement cycle. Starting on September 5th, the U.S. trade settlement cycle will be shortened to trade date plus two business days (T+2) for U.S. equities, corporate bonds, municipal bonds, unit investment trusts (UITs), American Depository Receipts (ADRs), Exchange-Traded Funds (ETFs), Exchange-Traded Products (ETPs), Options-Exercise, Options-Assignment, Rights, and Warrants. 

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Potential North Korea Conflict & The Impact on Global Markets
August 11, 2017

By: Gary Quinzel, CFA, MBA

We are obviously concerned about the recent escalation of tension between North Korea and the U.S., and believe it would be relevant to discuss the potential impact to global markets.  The thought of an all-out conflict with North Korea is incredibly disheartening, and we sincerely wish that cooler heads will prevail before it comes to that.  However, as the rhetoric of each nation has ramped up, global equity markets have begun to sell off and volatility has spiked from historically low levels.  This is in turn has left some investors feeling uneasy, and given the recent all-time highs in equities, some have begun to ponder “is now the time to exit the markets?”  

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Gary Shor, MBA, CFP® Quoted in Fiduciary News
August 8, 2017

Gary Shor, one of our Senior Financial Life Planners and our resident subject matter expert on IRAs and Roth Conversions, was quoted in Fiduciary News on Key Considerations when considering a rollover and a Roth Conversion.

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Does a ROTH 401(k) Make Financial Sense for You?
July 24, 2017

By: Gary Shor, MBA, CFP®

When most people think of retirement they often think about taking long vacations, having time to work on their golf swing, or maybe finally planting that vegetable garden there had never been enough time to start. But most don’t think about one important thing – how to save enough money to be able to pay for all that!


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Annuities: The Good, The Bad, and The Ugly
July 14, 2017

By: Joe Gaj, CLU, ChFC

We constantly get asked about annuities and if they are a good option for retirement planning. Like most financial planning questions, I would answer that question with, ‘it depends,’ specifically on your unique situation and needs.

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