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
Checklist for Moving to Augusta, GA in Retirement
Choosing where to live in your next phase involves making trade-offs, considering timing, and setting priorities. The aim is to create a place that accommodates ...
Retirement Planning
Top Retirement Communities in Augusta, GA: A Local’s Guide
The greater Augusta area offers a full range of retirement living: independent 55+ neighborhoods, assisted living, memory care, and more. The communities listed below are ...
Retirement Planning
Comprehensive Retirement Planning for Savannah River Nuclear Solutions Employees
Planning for your future isn’t just about setting a retirement date; it’s about shaping the next chapter of your life with confidence. Retirement planning creates ...
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. ...
