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.
Tax & Estate Planning
Estate Planning Changes When You Move to Georgia
Relocating reshapes how your paperwork is read, honored, and acted on. A strong estate plan anchors your intent, yet the legal system that interprets it ...
Retirement Planning
Is Augusta, Georgia A Good Place To Retire? What To Know Before Moving To Augusta
Choosing where to spend your next chapter isn’t just a financial decision; it’s a quality-of-life choice that shapes your routines, friendships, and sense of pace. ...
Retirement Planning
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 ...
Financial Planning
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 ...
Retirement Planning
Understanding Cash Balance Plans For S-Corps
Standard retirement savings vehicles often fall short of what’s possible or needed for S-Corporation owners with high and stable incomes. While 401(k)s and SEP IRAs ...
