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 […]
Retirement Plans for Small Business Owners Read More »
Many people may dread the thought of tax planning because it’s often complicated and cumbersome. Tax planning is more than just filling your returns. It involves seeking and adopting techniques that can help reduce the tax owed. So, it makes sense to start to do tax planning earlier in the year rather than later. Additionally,
End of Year Tax Planning & Beyond Read More »
Getting your affairs in order before you die is not a pleasant topic to think about, or discuss for that matter. But, it’s a vital part of your legacy. Preparing your estate ahead of time will help your loved ones follow your wishes and minimize disagreements and confusion after you are gone. At AP Wealth
Getting Your Estate Plan Ready for Retirement Read More »
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 means you will pay more in taxes. Paying more in tax is not fun, but it’s not a reason to panic. There are many strategies to save on taxes, and
What Should You Know About Moving Up a Tax Bracket? Read More »
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 this blog, we’d like to discuss something called Bracket Creep, which may affect some of our clients and readers. Bracket creep is a situation where inflation pushes income into higher
Should You Be Concerned About Bracket Creep from Inflation? Read More »
10 Things to Consider When Planning to Transition into Retirement
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