February 2018 Newsletter

♦    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.

Important Disclosure
Please remember that different types of investments involve varying degrees of risk, including the loss of money invested. This material may contain certain forward-looking statements. These forward looking statements are not guarantees of future performance, condition or results and involve a  number of risks and uncertainties. Past performance may not be indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or undertaken by American Economic Planning Group, Inc. (“AEPG”) will be profitable. Definitions of any indices listed herein are available upon request. Please remember to contact AEPG if there are any changes in your personal or financial situation or investment objectives so that we can review our previous recommendations and services, or if you wish to impose, add or modify any reasonable restrictions to our investment management services. This article is not a substitute for personalized advice from AEPG and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investment decisions should always be made based on the investors specific financial needs, objectives, goals, time horizon and risk tolerance. This information is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed in other businesses and activities of AEPG. Descriptions of AEPG’s process and strategies are based on general practice and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon reques