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.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Knowing your risks is essential when making investment decisions and exit decisions.
Whole life insurance can help to diversify a financial portfolio.
Three important factors when it comes to your financial life.
Learn when it may not make sense to file a claim on your home insurance.
Don’t overlook the need for renter’s insurance if you rent your home.
Tips on home-buying for Millennials.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Check out this video to begin separating fact from fiction.
Taking your Social Security benefits at the right time may help maximize your benefit.