Category: Financial Planning

Staying Financially Secure When You’re Splitting Up

Chris Schiffer, MBA, CFP®, CPA,  AIF® was quoted in USA Today in the article Divorce: “How to stay financially secure when you’re splitting up” by Janna Herron that discusses important financial considerations during a divorce. Some key considerations: Create a post divorce budget Consider downsizing Manage costs Consider the tax implications (there are planning strategies that can save […] Read More

How Much Do You Need to Retire?

How Much Do You Need to Retire Chris Schiffer, MBA, CFP®, CPA,  AIF® was quoted in the TheStreet article How Much Do You Need to Retire by Scott Van Voorhis that discusses among other retirement planning considerations, important elements in AEPG’s approach to retirement planning to ensure great outcomes.  AEPG spends a lot of time with clients discussing […] Read More

Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

Chris Schiffer,  MBA, CFP®, CPA,  AIF was quoted in the TheStreet article “Leaving All the Financial Decisions to One Spouse Is Asking for Trouble” by Scott Van Voorhis on the importance of getting the view of both spouses when setting goals and creating a financial plan. Certified Financial Planner™ (CFP®) professionals can help ensure that […] Read More