Transportation & Getting Around Augusta, Georgia Without a Commute

June 6, 2026

For many Augusta retirees, transportation looks different after leaving the workforce. Instead of commuting to work each day, travel may revolve around healthcare appointments, family visits, social activities, shopping, and community involvement. How you get around can have a meaningful impact on both your budget and your quality of life. Decisions about where to live, […]

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When to Sell Your Business

August 8, 2025

Stepping away from a business you’ve built isn’t a decision that comes easily. It carries weight, not just financially, but also personally. Your business may have been an integral part of your daily life for years, closely tied to your routines, relationships, and sense of purpose. Deciding whether to sell invites serious reflection, and the

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Georgia Gift Tax: What You Need To Know

May 5, 2025

When it comes down to considering how to pass down wealth, it’s worthwhile to think about the potential impact of gift taxes on your long-term plans. Whether you’re making small, regular gifts or transferring large sums, a basic understanding of these potential tax obligations helps protect your financial future and that of your loved ones.

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Wealth Management For Small Business Owners

October 24, 2024

As a small business owner, managing your finances can be tricky. You need to balance the financial health of your business while keeping your personal goals in sight. Wealth management specifically designed for business owners can help you create a plan that meets both your immediate and future needs. Taking a broad approach is important.

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14 Ways to Financially Prepare to Quit Your Job

October 23, 2024

Leaving a job is a major decision that comes with plenty of uncertainties. Whether you’re considering a career shift, taking a break to explore new opportunities, or making a fresh start in a different field, it’s important to financially prepare for a job transition and feel financially secure before making a move. Without a plan, you

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Retirement Plan Rollovers 101

June 2, 2023

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

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Retirement Plans for Small Business Owners

December 12, 2022

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. In this building stage, there is often no

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Planning for Elder Care – It’s Never Too Late to Start Saving

February 1, 2022

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 for each part of the country. Today the national average for a nursing home room

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