Your September Financial Checklist
Summer has (nearly) come to a close. At APO Financial, we’ve got you covered with a brand new checklist to get you through the month. Personal finance can be overwhelming. […]
How to Invest with Inflation
The goal of any investor is to grow wealth over time, but as the global stock market continues to take a beating, many Americans are left wondering where to put
Estate Planning in Colorado
Contrary to belief, you don’t need to be uber wealthy to have an estate plan. Here’s how a well-informed plan can make a big difference in what is left for
Not done working? Why Phased Retirement May be for You
Whether for financial or psychological reasons, easing into retirement can provide stability when leaving the workforce. If you’re like most people who are nearing retirement, you may be in the
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IRAs for Beginners
An individual retirement account (IRA) allows you to save money for retirement in a tax-advantaged way. while most people are familiar with the basic concept behind an IRA, many don’t
3 Financial Hacks for New Business Owners
Today’s retirees have an appetite for entrepreneurship, which allows them to pursue interests and offers flexibility to their golden years. If you are in (or nearing) retirement and starting a
Rebalancing Your Portfolio
Rebalancing your portfolio is a healthy exercise that has multiple benefits if done correctly, but wrong decisions can lead to higher exposure to risk. Here’s how to rebalance your portfolio
How to Prepare for Inflation in Your Retirement Plan
With inflation at a 40-year high and stocks in a bear market, how much should you be worried about the impact on your retirement income plan? If you plan right,
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Top 5 Mistakes to Avoid When Selecting a Financial Advisor.
Choosing a financial advisor is a big decision. In fact, the decision could determine your financial trajectory for years to come. Here, APO Financial gives you five common mistakes people
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Will the SECURE Act 2.0 Affect Me?
The Secure Act 2.0 will affect your retirement, but how? Is it just another mindless sequel? Let’s take a deeper look. The House of Representatives passed a package of retirement