AP Wealth

AP Wealth Management Team

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, Russia decided to launch an unprovoked invasion of Ukraine. Although this war is being fought on the other side of the globe, the headlines, pictures, and economic impacts are clearly felt here in the United States.

Year-End Newsletter | December 2021

Year-End Newsletter | December 2021     Thank you for all your unwavering confidence and enthusiastic support this year. We are so fortunate at AP Wealth because we have the best clients, strategic partners, and team in the world!   2021 has been another year of growth in many ways. Your client accounts benefited from …

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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 …

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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. …

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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 …

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10 Things to Consider When Planning to Transition into Retirement

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