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.
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 ...
Retirement Planning
Can A Trust Be A Beneficiary Of A 401(K) Plan?
Deciding what happens to your 401(k) after you’re gone is more involved than many people realize. Unlike other assets that pass through a will, retirement ...
Retirement Planning
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 ...
