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.

South Carolina Capital Gains Tax
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 ...
Deferred Compensation Plan vs. 401K
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. ...
Supplemental Executive Retirement Plan (SERP) 101 Guide
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 ...
South Carolina Inheritance Tax
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 ...
Devise Real Estate Smartly
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 ...
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10 Things to Consider When Planning to Transition into Retirement

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