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APP Financial

260-484-9577  800-322-3596

9933 Dupont Circle Drive W, Suite 110
Fort Wayne, IN 46825 

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What Happened to the Recession?

Welcome to APP Financial
Helping People Since 1965


We understand that investors and 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 many of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Click Here to gain access to our Free Whitepapers



Helpful Content

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

 

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Comparing Investments

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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

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

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Emerging Market Opportunities

What are your options for investing in emerging markets?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Perception vs. Reality

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

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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