Welcome to the AP Wealth Management Blog

Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.

South Carolina Taxes On Retirees
Retirement Planning

South Carolina Taxes On Retirees

Between the scenic coastlines, mild winters, and a welcoming culture, South Carolina has become a favorite among retirees seeking a laid-back lifestyle. Beyond its natural ...
Georgia Pass Through Tax
Tax & Estate Planning

Georgia Pass-Through Entity Tax: What You Need To Know

Although running a business in Georgia involves making decisions about various taxes, from standard filings to potential entity-level options, one approach you may consider is ...
South Carolina Estate Tax
Tax & Estate Planning

South Carolina Estate Tax: What Residents Need To Know

Estate taxes can be a puzzling subject. You might wonder whether a South Carolina estate tax exists or if you need to worry about paying ...
South Carolina Capital Gains Tax: What You Need To Know
Tax & Estate Planning

South Carolina Capital Gains Tax: What You Need To Know

When planning to pass on your assets, understanding potential tax implications is a valuable step in preserving your legacy. Various taxes, including those on inheritance, ...
Deferred Compensation Plan vs. 401(K): What’s The Difference?
Retirement Planning

Deferred Compensation Plan vs. 401(K): What’s The Difference?

Securing your financial future is rarely as simple as just deciding to save. You also have to choose how and where to invest your money. ...
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10 Things to Consider When Planning to Transition into Retirement

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