Qualifications for Annuity Refinancing: What You Need to Know

Annuities have long been favored by individuals seeking a reliable source of income during their retirement years. However, as times change and financial circumstances evolve, it may become necessary for […]

4 Things Retirement Savers Need to Know About The SECURE Act 2.0

Retirement reform has been a major focus for lawmakers over the past few years. On December 23, 2022, Congress passed the Securing a Strong Retirement Act of 2022 (Secure 2.0) […]
Florida estate planning

No Estate Plan? You’re Planting the Seeds for Family Dysfunction

Estate planning is something that makes sense for every person or family. Without one, it could cause unintentional chaos when you pass. As retirement nears, evaluate the legacy you want […]

Are You on Track For Retirement?

To find out if you’re on course for your retirement, you need to create a financial plan to measure how your retirement savings stack up. Retirement isn’t a destination that […]
Florida Fiduciary

You’re invited! APO Financial’s Grand Opening Ribbon Cutting Ceremony in Palm Beach Gardens, Florida.

Meet our NEW home! We invite you to come down to see our new Florida location on April 21st for our ribbon-cutting ceremony. APO Financial is excited to invite you […]

Florida Checklist: Everything You Need For a Successful Tax Day 

This year, Tax Day falls on April 18th, giving taxpayers an additional three days to prepare their returns. As we near the tax filing deadline, retirees in Florida may be […]

Exploring the Pros & Cons of Annuities for Retirees

Annuities are a great way to help secure guaranteed income as part of your retirement plan. Like any other retirement savings tool, annuities come with advantages and disadvantages. Let’s discuss […]

Financial Literacy Month With APO Financial

As a retiree, it’s important to keep up-to-date with your finances and ensure that you’re making the most of your retirement years. This April, make the most of Financial Literacy […]

Is Colorado Tax-Friendly For Retirees?

If you’re looking for a retirement destination that combines stunning natural scenery, world-class skiing, and a relatively low tax burden, the mountainous state of Colorado may be just what you’re […]

Hard Recession or Soft Landing?

In recent years, there has been much talk about whether the economy is headed for a hard recession or a soft landing. Some experts are even predicting a new phenomenon, […]
Florida fiduciary

Navigating Florida Taxes in Retirement

Welcome to the Sunshine State, where seniors are soaking up the warm weather, pristine beaches, and endless golf courses. Florida is not only famous for its tropical lifestyle, but also […]

Financial Planning For Women Approaching Retirement

As we celebrate International Women’s History Month, it’s important to recognize the unique financial challenges that women face as they approach retirement. The gender pay gap, longer life expectancies, and […]