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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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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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” …
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 …