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.
Investment Management
My favorite type of retirement plan for sole proprietors
Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed ...
February 28, 2022
Financial Planning
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 is the day! Genworth puts out information on the cost of care for ...
February 1, 2022
Tax & Estate Planning
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 this may be transitory, experts have varying opinions. In ...
January 6, 2022
AP Wealth News
Year-End Newsletter | December 2021
Thank you for all your unwavering confidence and enthusiastic support this year. We are so fortunate at AP Wealth because we have the best ...
December 21, 2021
Walton Award
Announcing the 2022 Walton Award Recipients
The George & Dorothy Walton Award is presented annually to an Augusta-area couple who exemplify the legacy and values of George and Dorothy Walton. The ...
December 14, 2021