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 Estate Tax
Tax & Estate Planning

South Carolina Estate Tax: What Residents Need To Know

Estate taxes can be a puzzling subject. You might wonder whether a South Carolina estate tax exists or if you need to worry about paying ...
South Carolina Capital Gains Tax: What You Need To Know
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. 401(K): What’s The Difference?
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 ...
Does South Carolina Have An 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 ...
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10 Things to Consider When Planning to Transition into Retirement

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