Learn how being charitable can improve your tax situation in retirement! Doing Good GIVES You a Tax Break is a three-part series. Watch Part 1 on Qualified Charitable Distributions below. You can also check out our recent blog about Required Minimum Distributions...
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Continuing Wisdom
I am grateful every day that I work in a firm culture that both encourages and supports continuing education at every level. As a financial planning professional, I have specific requirements for continuing education that must be met to maintain my CFP® designation,...
National Retirement Planning Week: April 11-15
It's National Retirement Planning Week! When should you start planning for your future? How can you retire on your own terms? An interview with APC’s President, Paul K. Fain, III, CFP® PAUL, LET’S BREAK DOWN SOME RETIREMENT PLANNING TIPS BY AGE GROUPS – START WITH...