AP Wealth Management, LLC is here to better help you understand your finances with our Good Morning Arkansas TV Segments

The unique challenges women face in retirement. And, why do women have more challenges than men do in retirement?

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Many investors may wonder, is my current broker giving me everything I need to reach my financial goals? Or could I be missing out…Today Gary Garrison of Asset Protection Wealth Management joins us to highlight differences that could be impacting your retirement and just overall financial success.

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The top four questions investors ask and why these questions matter for your retirement and financial security.

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Should I take some profits?

    • Don’t panic, but review your portfolio
    • A strong market can mean you’re taking more risk than intended
    • Rebalancing may make sense

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There are always reasons to review your annuity as your financial goals and life changes including:

    • You are approaching retirement
    • Your income needs have changed
    • You want more-or less-guaranteed income
    • You are considering a career change or early retirement

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Understanding transparency on fees with your advisor

    • Discuss openly on the first appointment, second at the latest
    • It’s real important for a client to understand the fees that they are paying because that can impact your return.

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Before your child walks through those college doors, there are four financial moves every parent should consider right now.

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Biggest mistake beneficiaries make:

    • Cashing out IRA immediately 
    • That can:
      • Push into higher tax bracket
      • Increase taxes
      • Potentially affect Medicare premiums
    • Planning can often reduce tax impact

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Asset-Based Long-Term Care Explained

Simplified 401(k) Rollover Rules Explained

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