2023 Contribution Limits You Need to Know
The IRS announced they are raising the contribution limits on 401(k)s and IRAs in 2023. Here’s what you need to know. The hike in contributions limits is the result of […]
Landlord Exit Strategies with APO Financial
If you’re thinking of investing in a property, then there are a few things that you should know before you take the plunge. This National Landlord Day, APO Financial are […]
Long-Term Care for 2023 and Beyond
As we draw an end to long-term care planning month, the team at APO Financial want to make sure you are fully prepared for the changes to come in 2023. […]
401(K) vs IRA: How to choose the best retirement account for you
IRA and 401(k) plans are both great investing tools with different strengths. Ideally, you can use the two accounts together to create a comprehensive retirement portfolio so you can relax […]
Retiring in Colorado with APO Financial
Whether you’re from the Centennial State or choosing to call it home after finishing your career, there are some important laws, costs and processes you should be aware of. Read […]
National Financial Planning Month with APO
October is National Financial Planning month, and while every month is an opportunity to better serve your retirement, now is the perfect time to regroup, reflect and set goals. “Retirement” […]
Everything You Need to Know About HSAs
Healthcare costs present a huge financial challenge for many households. With a health savings account (HSA), you can pay for medical costs with pre-tax income. The cost of healthcare has […]
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 […]
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 […]