Managing Retirement in 2023
With the New Year finally here, you may be thinking about making some resolutions. And if you are, we have good news: it’s never too late to start. Sitting down …
Charitable Giving This Holiday Season (Deadline Dec 31st)
‘Tis the season for giving back! With holiday and end-of-year charitable-giving season upon us, here’s a rundown of information you will need. With the year coming to an end, now …
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Number 1 Expense to Derail Your Retirement in 2023
Are you retiring soon? While you might think you’ve covered all the bases, there’s a certain expense that has a tendency to sneak up on seniors. What is the number …
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Financial New year’s Resolutions with APO Financial
New Year’s resolutions are a great way to set goals for the year. But if you’re like most people, you know how hard it can be to keep them. That …
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IRA Deadlines for 2022
While many of us don’t start preparing for taxes until the new year, there are many steps you can take now to help relieve your tax burden. When it comes …
Year-End Financial Planning – Your Guide to Get 2023 Right
2023 is right around the corner, which means it’s financial planning season! There are a number of steps you can take to set yourself up for financial success in 2023 …
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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 …
What is Portfolio Diversification?
Managing portfolio risk is one of the most important considerations for investors. Diversification is a risk management strategy that mixes a wide range of investments types within a portfolio. This …
5 Medicare Myths That Could Destroy Your Retirement
“Always read the fine print” is a sentiment that can keep you in the know and help you avoid falling prey to myths and rumors. Medicare is no exception, so …
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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. …
Investing Tips to help Maximize Savings During Retirement
Inflation and bear market concerns abound. What can you do to maximize your savings during retirement to avoid negative growth? Following years of market growth and economic positivity, we find …
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