by William Helfgott During my internship at AP wealth, I saw the interworkings of the group as a whole, the process, and the positive results that AP Wealth tries to bring to fruition daily. Here are the top 5 lessons and things I learned in the office. I’ll start by saying, I have been working […]
Story of an Intern Read More »
Do you have an old retirement plan? Is it still with your previous employer? Or has your company just been purchased / merged, and the new company has a new plan? Each year many people face this situation. So, what should you do with your old retirement plan? You will typically have the option to
Retirement Plan Rollovers 101 Read More »
This past Monday, we held our monthly investment policy committee meeting. The purpose of this meeting is to help us make the most educated and informed investment decisions for our clients. Our discussions are often lively ones and help us all remain sharp and focused on our clients’ success. As we look ahead to 2023,
December 2022 Investment Policy Discussion Read More »
At AP Wealth, we understand the challenges you face as a business owner. We recognize that your business and personal finances can be tightly meshed. Early on, small business owners often invest their profits back into the business to pay for capital expenditures and build working capital. In this building stage, there is often no
Retirement Plans for Small Business Owners Read More »
Many people may dread the thought of tax planning because it’s often complicated and cumbersome. Tax planning is more than just filling your returns. It involves seeking and adopting techniques that can help reduce the tax owed. So, it makes sense to start to do tax planning earlier in the year rather than later. Additionally,
End of Year Tax Planning & Beyond Read More »
Cybercrimes are on the rise. The number of cyber incidents, the cost of mitigation, and the sophistication of cybercriminals are all steadily increasing. Identity theft is the fastest-growing crime in America and it’s reported that someone’s identity is stolen every 2-3 seconds. The average loss per identity theft incident is $4,930 according to the U.S.
How We Protect Your Personal Information and Assets Read More »
Getting your affairs in order before you die is not a pleasant topic to think about, or discuss for that matter. But, it’s a vital part of your legacy. Preparing your estate ahead of time will help your loved ones follow your wishes and minimize disagreements and confusion after you are gone. At AP Wealth
Getting Your Estate Plan Ready for Retirement Read More »
Like so many things in life, we discovered this quarter that making money in the financial markets is not always easy. While it has been easier the last few years, this year has been a bit different. But, we’re not worried. At AP Wealth Management, we take a long-term view to everything we do including
Quarterly Newsletter – Gratitude Developed from a Long-Term View Read More »
The 2022 AP Wealth investment committee meetings have been full of hot topics to discuss. The market volatility continues with inflation, interest rate hikes, supply chain issues, high energy prices, and the war in Ukraine weighing on the market. During periods like this, one thing we do well is help clients maintain proper perspective. Below
AP Wealth Market Update June 2022 Read More »
Recent financial market volatility has been very unnerving. Inflation, Federal Reserve actions, and political instability have all been in the headlines and have factored into the recent downturn in the markets. We do not think our economy and financial markets are headed in a cataclysmic direction. Like all things, the financial markets are very cyclical.
Market Volatility – The Sky is Not Falling Read More »
10 Things to Consider When Planning to Transition into Retirement
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