♦ It’s tax season and with the passing of the Tax Cuts and Jobs Act there are new items to consider such as, “Is my House Worth Less After the Tax Law Change”? Peter Hoglund, CFP® breaks down what current homeowners can do to manage any potential changes.
♦ Are you and your family members saving enough for retirement? Well, you still have time to make 2017 contributions to IRA accounts. Gary Shor, CFP®, MBA walks you through some initial guidelines and the benefits of contributing to an IRA account.
♦ Markets suffered the first correction since January 2016 as volatility reemerged in the marketplace. In this month’s Investment Commentary, Senior Portfolio Manager, Gary Quinzel shares his views on volatility striking back and what it means to your portfolio.
♦ We are pleased to announce that our Founder & CEO, Steven W. Kaye, was named to the 2018 PLANADVISER Top 100 Retirement Advisers. Steven Kaye was recognized in the Individual segment based on his reported Plan Client Base of 100+ Retirement Plans under advisement.
♦ In addition, AEPG® Wealth Strategies has been selected as one of the NJBIZ’s Best Places to Work in NJ for the fifth consecutive year!
Awards & Accolades
AEPG has been widely recognized and honored for our achievements and expertise in financial planning, investment management, wealth management, insurance, risk management, and more. We are frequently named by major industry organizations as a top wealth management firm and financial advisor.
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