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9933 Dupont Circle Dr. W, Ste 110
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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


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.

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Helpful Content

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The New Red Scare: Chinese Ownership of U.S. Debt

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Should You Borrow from Your 401(k)?

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To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Estimate Your RMD

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

Annuity Comparison

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

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Retirement Plan Distributions

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5 Smart Investing Principles

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

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A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

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

Jane Bond: Scaling the Ladder

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Rule of 72

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

It May Be Time for a Financial Checkup

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