March 2018 Newsletter

AEPG Wealth Strategies has been selected by Investment News as one of the Top 50 Best Places to Work for Financial Advisers in their inaugural survey for 2018! AEPG will be recognized on May 15th at the first Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club.

There has been a lot of discussion around the individual and corporate tax changes but have you thought about the changes that may affect your child’s education savings and investments? Bret Kaye, CFP®, MBA discusses the most significant changes to education savings plans and Kiddie Tax Rates.


The IRS has released a new version of Form W-4 and we encourage our clients to review their withholdings with their CPA to avoid any surprises when filing their 2018 tax returns.


The markets continue to be volatile but consumer confidence, strong jobs number and mild inflation is helping to keep the markets focused on the positives. This month’s Investment Commentary from Senior Portfolio Manager, Gary Quinzel discusses the good, the potentially bad and new Federal Reserve Chief Jerome Powell.


Noel Santiago, Vice President, Group Benefits realizes that many individuals and businesses are curious about the impact the Tax Cuts & Jobs Act will have on health insurance and other benefit programs. In his article, Noel discusses on the changes and how an AEPG Qualified Benefit Assessment may benefit you and your company.


Are you and your family members saving enough for retirement? Well, you still have time to make 2017 contributions to a IRA accounts. Gary Shor, CFP®, MBA walks you through some initial guidelines and the benefits of contributing to an IRA account.

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 request.