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 (RMDs) for background information. Join us next time to learn about a unique strategy to…
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, and there are certainly many ways to get those credits. APC’s culture…
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 THE 20 AND 30-YEAR OLDS… Life is reaching full speed…