Improve Your Tax Filing
It is that time of year again when 1099s and W-2s start flowing in. This year’s filing deadline is April 15 (unless you delay). The past couple of years had deadlines that did not fall on the 15th, but this year does. Here are several simple recommendations that may improve your filing and future tax […]
Qualified Charitable Distributions: What are they good for?
Qualified Charitable Distributions or QCDs can be one of the most tax-efficient ways to give money to charity. An IRA owner can donate up to $100,000 per calendar year to charities directly from their IRA. For those who are RMD age, QCDs count toward satisfying your Required Minimum Distribution (RMD). So, what is a QCD, […]
Advisors Spotlight
Learn and Grow as Industry Experts is a firm value, so is Work and Life Harmony. As financial advisors we believe it’s not only important to have the right industry credentials; we value our team’s individual passions outside of the office. We know our clients don’t eat and breathe finance like we do – tapping […]
Your Intro to Secure Act 2.0
You likely have seen headlines regarding the recently passed Omnibus bill, and the SECURE Act 2.0 passed within it. The original SECURE Act passed in 2019 with about a dozen changes that impact retirement planning laws and regulations. The newly passed SECURE Act 2.0 contains a slew of changes, some of which will impact you. […]
2022 Year-End Planning
Don’t Forget! 2021 IRA Contributions
Professional Empathy and Helping Clients through a Loss
Baby Budget in 4 Steps
Meet Our Newest Team Member – Nic Cohen
We are pleased to announce the hiring of Nicholas Cohen as our newest Associate Financial Advisor. Nic joins APCM Wealth Management for Individuals with over four years of financial industry experience and a bachelor’s degree in Finance from Northern Arizona University. Directly after college, Nic began earning his financial licenses, including his Series 7, Series […]