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 »
The target or “X” date is a moving target. If the US debt ceiling is not raised or expenses cut the US could default on its debt sometime between June 1 and June 30. The US is still the safe haven and leading economy in the world……by a long shot. Rates have moved up
Will the U.S Default and What Are the Ramifications? Read More »
In a beautiful coincidence, Gene , Tom, and Sharon all traveled to Israel and some of the surrounding areas in the first quarter of 2023. In fact, Tom was in Jordan while Gene was in Israel for a few days. Gene suggested a meeting but Tom was detained by a camel in Jordan. All of
Israel Trip – Lessons in Spirituality and Politics Read More »
AP Wealth Quarterly Newsletter Celebrations in 2022 & Looking Ahead to 2023 We wish you and your loved ones a blessed and happy new year! 2022 was a tough year to be an investor. The market had one of its worst starts to any calendar year and has remained volatile throughout. The Federal Reserve’s pivot
Quarterly Newsletter – Celebrations in 2022 & Looking Ahead to 2023 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 »
10 Things to Consider When Planning to Transition into Retirement
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