Tag: Financial Planning

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

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 […] Read More

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 […] Read More

What You Should Know When Choosing a Continuing Care Retirement Community

It’s no secret that choosing a Continuing Care Retirement Community (CCRC) that fits your needs, desires and budget can be a lengthy and involved process. That’s because CCRCs offer the broadest array of services in the senior housing market, usually with independent living, assisted living, memory care, nursing home and end-of-life care offered all on a single campus. Read More

Major Technological Changes Ahead

When you look at recent history, the changes in our daily lives have been breathtaking. Nine years ago, the iPhone hadn't been invented yet and so there were no mobile devices to keep people staring at their screens as they walk around in public. Facebook was a college phenomenon, there was no Twitter, and the cloud was that fluffy white thing passing by overhead. No apps, nobody was talking about self-driving cars, solar panels were… Read More