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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Financial Planning

Planning for Elder Care – It’s never too late to start saving

Planning for Elder Care – It’s never too late to start saving.   If you have not started planning for long-term care expenses yet, today …

Tax & Estate Planning

Should you be concerned about bracket creep from inflation?

Should you be concerned about bracket creep from inflation? The US inflation rate rose to 6.8% in 2021, its highest since 1982. While some of …

AP Wealth News

Year-End Newsletter | December 2021

Year-End Newsletter | December 2021     Thank you for all your unwavering confidence and enthusiastic support this year. We are so fortunate at AP …

Walton Award

Announcing the 2022 Walton Award Recipients

Announcing the 2022 Walton Award Recipients       The George & Dorothy Walton Award is presented annually to an Augusta-area couple who exemplify the …

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10 Things to Consider When Planning to Transition into Retirement

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