Financial Planning

retirement planning for business owners

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 brand new venture, congratulations! Here are some financial tips to get started. Baby boomers aren’t slowing down and are energetically making their mark on small …

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Financial Planning Experts

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 make when engaging a financial advisor.  When it comes to money management (and life in general)  having a plan can make all the difference. A …

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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 costs are easily overlooked – but these expenses could be high. When creating your retirement budget, don’t forget to include these three expenses. Taxes: How …

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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 effects on the economy and your finances. Between a volatile market, high inflation, and rising interest rates, know how you’ll respond. The Federal Reserve Raising …

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How Do You Handle a Volatile Market?

Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it did 30 years ago. Older workers and retirees understand that they have less time to make up for losses in their investments and to ride out future market crashes than they did when they were younger. Leaving your financial …

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