Gene McManus

The Briefing - Financial Perspective

The Briefing | Reliable Financial News Sources – Where do we get our information?

The Briefing | Reliable Financial News Sources – Where do we get our information?   In September, we hosted The Briefing upstairs in The Treehouse. This was an informative meeting where we held an educational discussion about reliable information sources for the financial market. Gene also provided an update on the market and discussed why …

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The Briefing - Financial Perspective

The Briefing | Intergenerational Planning (May 2022)

Intergenerational Planning (May 2022)   Recently, we hosted The Briefing at our office held in our newly renovated space upstairs – The Treehouse. The discussion centered on Intergenerational Planning and was led by our partners, Clayton Quamme & Gene McManus. They discussed estate planning, the 10-year RMD rule, ROTH conversions, and more.       …

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My favorite type of retirement plan for sole proprietors

My favorite type of retirement plan for sole proprietors       Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed people—for the benefit of their employees and themselves. Employers may make tax-deductible contributions on behalf of eligible employees …

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AP Wealth Management Team

Quarterly Newsletter – October 2021

Quarterly Newsletter – October 2021   We’re pleased to announce that current team members, Tom O’Gorman, MBA, and Clayton Quamme, CFP® are now officially partners and shareholders in our wealth management firm, AP Wealth Management.   As many of you know, Pat and I have been partners for some time now. Tom and Clayton have over time demonstrated …

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10 Things to Consider When Planning to Transition into Retirement

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