AP Wealth

The Briefing - Financial Perspective

The Briefing | Market Update

Financial Market Update:   Enjoy this month’s Briefing with Gene, Sharon, and Clayton as they discuss current market activity – where we have been, where are we now, and where we are headed. The team also shared insight about the Ant and China.     The Briefing is an opportunity for our friends and clients to …

The Briefing | Market Update Read More »

The Briefing - Financial Perspective

The Briefing | When Should I take Social Security?

When Should I take Social Security?   Gene McManus, CPA, CFP, and Sharon Head, CPA discuss What You Need To Know About Social Security Retirement Benefits. Taxes and other factors can affect claiming decisions, so please contact us to discuss your unique situation. In fact, The Lifetime Financial Solution™, can provide clarity to these questions. …

The Briefing | When Should I take Social Security? Read More »

What You Need To Know About Social Security Retirement Benefits

What You Need To Know About Social Security Retirement Benefits   Did you know?  Social Security began as the “Old Age, Survivors and Disability Insurance Program” and paid retirement benefits as a lump sum amount in its initial 2 years.  The first program beneficiary, Ernest Ackerman, received a lump sum payment in January 1937 of …

What You Need To Know About Social Security Retirement Benefits Read More »

The Briefing - Financial Perspective

The Briefing | Don’t Fight the Fed

Don’t Fight the Fed:   Last night, Gene McManus, CFP, CPA discussed the function of the Federal Reserve and how their actions are affecting the financial markets.   Our team is offering our friends and clients the opportunity to speak with us and hear our perspective on current market activity as well as ask any …

The Briefing | Don’t Fight the Fed Read More »

The Briefing - Financial Perspective

The Briefing | Financial Planning & Investment Management

Financial Planning & Investment Management:   Last night, Clayton Quamme, CFP shared insights around financial planning and investment management in today’s market. “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep …

The Briefing | Financial Planning & Investment Management Read More »