Do you have an old retirement plan? Is it still with your previous employer? Or has your company just been purchased / merged, and the new company has a new plan? Each year many people face this situation. So, what should you do with your old retirement plan? You will typically have the option to […]
Retirement Plan Rollovers – 101 Read More »
Retirement Plans for Small Business Owners At AP Wealth, we understand the challenges you face as a business owner. We recognize that your business and personal finances can be tightly meshed. Early on, small business owners often invest their profits back into the business to pay for capital expenditures and build working capital.
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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 hearing something about the Great Resignation or the Great Rethink. According to CNN, 4.4 million Americans quit their jobs last month, and “in February, US businesses had 11.3 million job
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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 eldercare. The site provides numbers for in-home care, community and assisted living, and nursing homes
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10 Things to Consider When Planning to Transition into Retirement
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