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.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
How long does a $20 bill last?
Ascertaining the value of your business is important for a variety of reasons.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are ways to improve your physical fitness without denting your fiscal fitness.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.