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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
What kind of auto insurance should you have? Do you know?
At what point can you call a personal vehicle commercial?
It may help your business be better prepared in the event of the death of a principal or key employee.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: Right Now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women must be ready to spend, on average, more years in retirement than men.
$1 million in a diversified portfolio could help finance part of your retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.