Best Financial Planning tips for those near retirement
Retirement planning at any age can be a challenge. But if you’ve reached your 50’s or even 60’s, it’s time for serious action. It’s getting close! For most of your […]
Which Retirement Savings Accounts is For You?
How to find the best retirement plans to save for your future can be overwhelming. Here’s everything you need to know about the best types of retirement plans available and how […]
5 Tips to Help Eliminate Risk in Retirement
Effective risk management can be very beneficial to investors, and particularly helpful to those near or in retirement. Learn how to avoid common retirement planning pitfalls here with APO Financial. We […]
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 […]
Estimating Your Tax Burden in Retirement
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The […]
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) […]
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 […]
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, […]
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 […]