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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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” …
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 …
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 …
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 …
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. …
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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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 …
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 …
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 …
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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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 …
