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 ...
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 ...
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 ...
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 ...
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 ...
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10 Things to Consider When Planning to Transition into Retirement

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