APP Financial

260-484-9577  800-322-3596

9933 Dupont Circle Dr. W, Ste 110
Fort Wayne, IN 46825 

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Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement Exit Strategies of the Rich and Famous

Welcome to APP Financial
Helping People Since 1965

APP Financial

We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

 

Helpful Content

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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