Tax & Estate Planning

End of Year Tax Planning & Beyond

End of Year Tax Planning & Beyond   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 …

End of Year Tax Planning & Beyond Read More »

AP Wealth Management Financial Advisors

What ‘taboo’ money topics should we be openly discussing?

What ‘taboo’ money topics should we be openly discussing?   When asked what we do, My wife (a marriage and family therapist) and I (a financial planner) tell folks that we play a very unique role in people’s lives. We spend many hours helping individuals and couples with topics that are traditionally taboo – marriage …

What ‘taboo’ money topics should we be openly discussing? Read More »

Charitable Giving & Qualified Charitable Distributions

Charitable Giving & Qualified Charitable Distributions   At AP Wealth, one of the conversations we love having with clients is charitable giving.  It is truly amazing listening to our clients discuss all the different ways they give back to the community.  In fact, those conversations inspired us to create the Walton Award which recognizes a …

Charitable Giving & Qualified Charitable Distributions Read More »

15585

10 Things to Consider When Planning to Transition into Retirement

15856