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, […]
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 […]
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 […]
The History and the Future of Money
We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The […]
3 Major Retirement Expenses to Include in Your Budget
General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care […]
Rising Interest Rates and High Inflation – How Will You Respond?
The Federal Reserve voted to raise interest rates for the first time since 2018 and has several more rate hikes planned for this year.[1] Rising interest rates can have significant […]
3 Important Tax Questions to Answer This Year
As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to […]
Why We Could See More Inflation and Market Volatility
As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a […]
Three Birthday Milestones That Could Change Your Tax Situation
When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of […]
Will Your Savings Last for the Rest of Your Life?
Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing […]