Clayton Quamme

Clayton joined AP Wealth Management as a fee-only financial planner in 2019 bringing with him over a decade of experience working as a financial planner and investment advisor. Clayton is passionate about the commission-free business model that allows him to sit on the same side of the table as the client, serving as a fiduciary for them.

Moving to Georgia for Retirement

Moving to Georgia for Retirement? Here’s How (and Why) to Switch to a Local Financial Advisor

Retirement often brings big changes. If Georgia is where you plan to settle down, there’s more to consider than packing boxes and setting up a new address. Your financial life will also need plenty of attention. Relocating in retirement can open the door to new opportunities, but it also means adjusting your plans to fit […]

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When to sell your business

When to Sell Your Business

Stepping away from a business you’ve built isn’t a decision that comes easily. It carries weight, not just financially, but also personally. Your business may have been an integral part of your daily life for years, closely tied to your routines, relationships, and sense of purpose. Deciding whether to sell invites serious reflection, and the

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Age-Weighted Profit-Sharing Plan: A 101 Guide

Age-Weighted Profit-Sharing Plan: A 101 Guide

Building a strong financial future often involves choosing a retirement plan that adapts to varied goals.  Although some people prefer uniform contributions, others favor something more flexible. Different timelines mean the pace of account growth can matter greatly. In that context, age-weighted profit-sharing plans stand out for acknowledging individual saving horizons, offering a customized strategy

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South Carolina Taxes On Retirees

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 beauty, the lower living expenses add to the appeal, making this Southern spot stand out. As retirees explore destinations across the United States, many discover that the Palmetto State offers

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Georgia Pass Through Tax

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 Georgia’s pass-through entity tax (PTET).  Choosing this route can shift how certain owners fulfill their state tax obligations. This post illustrates how Georgia’s PTET works, who might benefit, and the

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South Carolina Capital Gains Tax: What You Need To Know

South Carolina Capital Gains Tax: What You Need To Know

Selling off investments—whether it’s real estate, stocks, or a business interest—often triggers capital gains taxes. In South Carolina, specifically, knowing how those taxes work can significantly impact your overall tax bill. By grasping the basics of when and why capital gains taxes apply, you’ll be better positioned to protect your earnings. Having a solid understanding

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10 Things to Consider When Planning to Transition into Retirement

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