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 […]
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 »
December 2022 Investment Policy Discussion 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.
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Retirement Plans for Small Business Owners 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.
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End of Year Tax Planning & Beyond 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
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How We Protect Your Personal Information and Assets 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
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Finance & Real Life – Passing Down Real Estate to Your Heirs There are many ways to leave a legacy. While we believe that ultimately wealth is more than simply what you see on a net-worth statement, we believe it’s a combination of both the financial side of things and the intangible
Finance & Real Life – Passing Down Real Estate to Your Heirs Read More »
Getting Your Estate Plan Ready for Retirement 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
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Gratitude Developed from a Long-Term View 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
Quarterly Newsletter – Gratitude Developed from a Long-Term View Read More »
AP Wealth Market Update 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
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10 Things to Consider When Planning to Transition into Retirement
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