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.
Financial Planning
Transportation & Getting Around Augusta, Georgia Without a Commute
For many Augusta retirees, transportation looks different after leaving the workforce. Instead of commuting to work each day, travel may revolve around healthcare appointments, family ...
Retirement Planning
Estate Planning for SRNS Retirees: What to Do with Your Pension, SIP, and Benefits
For Savannah River Nuclear Solutions (SRNS) retirees, estate decisions often involve more than deciding who gets what. They also involve deciding how assets will pass, ...
Retirement Planning
Coordinating SRNS Benefits with Your Spouse’s Retirement Plan
If you have SRNS benefits and your spouse has a different retirement plan, the planning work is not just about combining account balances. It is ...
Retirement Planning
Mistakes to Avoid When Leaving SRNS for Retirement
Stepping away from Savannah River Nuclear Solutions (SNRS) can trigger several retirement decisions at once. For many employees, the transition touches a defined contribution plan, ...
Retirement Planning
Volunteer & Social Opportunities for New Retirees in Augusta, Georgia
A satisfying retirement often includes more than activities at home. Many new retirees feel more fulfilled with a simple weekly rhythm that includes people, purpose, ...
