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
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 ...
February 6, 2025
Retirement Planning
Deferred Compensation Plan vs. 401(K): What’s The Difference?
Securing your financial future is rarely as simple as just deciding to save. You also have to choose how and where to invest your money. ...
February 3, 2025
Retirement Planning
Supplemental Executive Retirement Plan (SERP) 101 Guide
Many companies go beyond just salaries and bonuses to keep top executives motivated. Supplemental executive retirement plans (SERPs) provide additional, tailored benefits that help keep ...
January 24, 2025
Tax & Estate Planning
Does South Carolina Have An Inheritance Tax?
After a loved one passes, questions about inherited assets often arise. Whether it’s cash, property, or other valuables, understanding if you’ll need to pay taxes ...
January 17, 2025
Tax & Estate Planning
Devise Real Estate Smartly: How to Pass Down Real Estate to Your Heirs
Real estate often stands as one of the most valuable assets in a person’s estate, making its thoughtful planning a key component of your overall ...
January 5, 2025