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.
Tax & Estate Planning
What Should You Know About Moving Up a Tax Bracket?
Moving up a tax bracket is actually a good thing because it means you are making more money. When you make more money, it also ...
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?
We had a client ask us recently why the financial markets are affected by events in Ukraine. There are three main reasons. First, financial markets ...
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 ...
