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Denver Fiduciary

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 …

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Financial Planning Month APO

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” …

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colorado retirement planning

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 …

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What is charitable giving

CHARITABLE GIVING 101

As you planned and saved over the years of your working life, you might have also considered those in need. But did you know that you can take advantage of …

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HSA Planning

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 …

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September financial checklist

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. …

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Last minute retirement planning

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 …

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Stock buying and Inflation

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 …

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Colorado Estate Planning

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 …

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Best Retirement Plan for me

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 …

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phased retirement planning

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 …

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risk management

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 …

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