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.

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Tax & Estate Planning

What should you know about moving up a tax bracket?

What should you know about moving up a tax bracket?     Moving up a tax bracket is actually a good thing because it means ...
Financial Planning

5 ways to prepare financially before you quit your job

5 ways to prepare financially before you quit your job   It’s hard to turn on the news or open your browser right now without ...
AP Wealth Management Team
AP Wealth News

First Quarter 2022 Newsletter

The first quarter of 2022 has been unexpectedly eventful. Just as we started to catch our breath from the COVID crisis that started in 2020, ...
Investment Management

How does instability in Ukraine affect the financial markets?

How does instability in Ukraine affect the financial markets?       We had a client ask us recently why the financial markets are affected ...
Investment Management

My favorite type of retirement plan for sole proprietors

My favorite type of retirement plan for sole proprietors       Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee ...
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10 Things to Consider When Planning to Transition into Retirement

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