What are you looking for? A path to financial independence? Do you need a financial advisor? A wealth management firm? A Certified Financial Planner? Just financial advice?
-
Words Our Clients Use to Describe Us.
-
WELCOME TO PEACE
OF MIND.A client-centric approach to personal financial planning.LEARN ABOUT US -
Discover how APC can support your financial plans.LEARN MORE
-
APCHELPING FAMILIES SINCE 1975GET CONNECTED
Here’s a Merry Approach to Mortality
Here’s a Merry Approach to Mortality | Paul Fain The holidays (normally) conjure warm images of large family gathering with dinners, gift exchanges, and merriment. The holidays are different this year. As the COVID pandemic is filling ICUs across the country, our mortality has entered the national conversation. With that in mind, here’s a seemingly macabre
Read More
Top Gifting and Tax Considerations to Know Now
Simple Tax Considerations for 2020-2021 | Paul Fain, CFP® and Joe Ottaviano, CFP®, CKA® TAX CHANGES IN 2021? Maybe. One of the possible implications of a change in the White House is tax regulations. Americans, blue or red, are asking the same question: are my taxes going to change? Joe Biden’s victory could spell changes in
Read More
Stay Calm and Prepare for Another Wave of Pandemic Panic
Stay Calm and Prepare for Another Wave of Pandemic Panic | Paul Fain Election Day is over. The sun rose the following morning. The stock market did not crash. So our attention has turned back to the pandemic. A second wave of the virus is surging across the nation. To wit, I was hospitalized
Read More
Christmas Giving Tips and Tricks
Christmas Giving Tips and Tricks | Team APC I love Christmas. I love the Christmas cookies and food. I love Christmas lights. I love watching Christmas movies. I love decorating my house to the most extreme. Most importantly, I love giving gifts to the people that I love in celebration of the best gift
Read More
Hang in There, Things Will Get Better
Hang in There, Things Will Get Better | Paul Fain Several weeks ago, I (virtually) attended the Vanguard Advisor Symposium. Sidebar: One of the unexpected silver linings to the COVID pandemic has been access to great meetings without the hassle and expense of air travel and hotels. The event kicked off with a presentation
Read More
Risky Business
Risky Business | Suzanne Himes, CFP® Why do we talk so much about risk assessment? The financial markets are always reacting to a variety of global events and this volatility can be unnerving for individual investors, especially if investing without first understanding one’s personal risk profile. So, how do you begin to decide how much
Read More
Sunday Money

Close
Financial Changes To Consider When You Have Kids