Welcome to the AP Wealth Management Blog

Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.

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What should you know about moving up a tax bracket?

What should you know about moving up a tax bracket?     Moving up a tax bracket is …

High Inflation Equals High I-Bond Interest Rates

High Inflation Equals High I-Bond Interest Rates     In this blog, we’ve provided a bit of our …

5 ways to prepare financially before you quit your job

5 ways to prepare financially before you quit your job   It’s hard to turn on the news …

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.

How does instability in Ukraine affect the financial markets?

How does instability in Ukraine affect the financial markets?       We had a client ask us …

My favorite type of retirement plan for sole proprietors

My favorite type of retirement plan for sole proprietors       Retirement savings accounts known as SEP …

Planning for Elder Care – It’s never too late to start saving

Planning for Elder Care – It’s never too late to start saving.   If you have not started …

Should you be concerned about bracket creep from inflation?

Should you be concerned about bracket creep from inflation? The US inflation rate rose to 6.8% in 2021, …

Year-End Newsletter | December 2021

Year-End Newsletter | December 2021     Thank you for all your unwavering confidence and enthusiastic support this …

Announcing the 2022 Walton Award Recipients

Announcing the 2022 Walton Award Recipients       The George & Dorothy Walton Award is presented annually …

What do you need to retire?

What do you need to retire?   My view is that wealth is more than just the tangible …

What is “Risk,” Really? 

What is “Risk,” Really?    “Risk” is a term bandied about by financial professionals with seemingly reckless abandon. …

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10 Things to Consider When Planning to Transition into Retirement

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