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Our Thinking Blog

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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AEPG® Enhances its Client Service Team
June 21, 2017

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

AEPG® is proud to announce that it has added two very experienced Operations and Client Service Managers. Together, they will co-manage the day-to-day interactions with our custodians, and work with our Financial Life Planners, Investment Team, and myself to provide an outstanding client experience for our financial planning and wealth management clients.


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Tips for Traveling Abroad
June 20, 2017

By: Alex Vaccarella, CFP®

Summer is finally on the horizon, and many of us are thinking about our upcoming vacations. If yours involves traveling abroad, consider a little preparation and a few precautions – it can help prevent some unexpected headaches.

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The Fiduciary Rule Moves Forward - Who’s On Your Side?
June 19, 2017

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

The saga continues. The on again, off again, then on again Department of Labor (DOL)’s Fiduciary Rule went in to effect for a transition period starting on Friday, June 9th and will go into full effect January 1, 2018.  Starting this month, brokers will be required to forego any sales agenda and give advice that would benefit their clients or customers—or, if they decide otherwise, to explain how and why they intend to give advice that instead primarily benefits themselves and their brokerage company.  


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Why Women Need Life Insurance
June 18, 2017

While there are many reasons why women need life insurance, often women have little or no life insurance protection. Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance can help pay for the costs of funeral and burial services, estate administration, outstanding debts, estate taxes, and the uninsured expenses of a final illness.

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Who is Your Digital Fiduciary?
June 15, 2017

By: Alex Vaccarella, CFP®

When most people think of estate planning, they think of deciding who will get their assets, how will those who depend on them be provided for, who will get that priceless family heirloom, and who will handle the dispensation of those assets. A new and much less considered concern, is how an online legacy will be handled.


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Gary Shor, MBA, CFP® Quoted in Financial Advisor Magazine
June 1, 2017

Gary Shor, one of AEPG’s Senior Financial Planners, was quoted in Financial Advisor magazine, “Putting RMDs to Work,” on June 1.  The article raises the point that distributions and Required Minimum Distributions (RMDs) from IRA accounts need a strategy.   

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Wall Street at its Worst
May 16, 2017

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

Most consumers don’t know that an Investment Broker is NOT required to place the interests of their clients before their own self-interests, (regarding commissions). And Wall St. loves it! Most consumers don’t know the difference between a Sales Person & Sales Relationship versus a Fiduciary & Fiduciary Relationship. And the Brokers love it!

*This is the first article of a three-part series by our CEO & Founder, Steven W. Kaye

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Women: Living in the Sandwich Generation
May 10, 2017

The day-to-day demands of caring for an aging parent and children can put a tremendous strain--both emotional and financial--on the primary caregiver. Be sure to set priorities and encourage open communication with your entire family to figure out ways to share the burdens. 

According to the Alzheimer's Association report, 2016 Alzheimer's Disease Facts and Figures, approximately two-thirds of caregivers are women.

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American Health Care Act of 2017
May 5, 2017

By: Noel Santiago

The House on Thursday approved a bill to repeal and replace many parts of the Affordable Care Act.  The vote is a step forward in removing the signature achievement of former President Obama.  The bill is being referred to as the AHCA (American Health Care Act of 2017).

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