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Education Center

At Apollo Trust, your financial well being is our top priority. Click on the following links for timely financial education and security topics.

• Security – Stay abreast of industry changes and security alerts.
• Mortgage Education – Find a mortgage just right for you.
• Retirement Education – Learn more about IRAs and how they can help you prepare for the future.
• Wealth Management – Find out about our full line of investment and wealth strategies.

Protecting Your Savings and Investments

In the wake of turbulence in the financial markets, it’s worth reviewing the legal protections available for assets held...

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Investing Basics

Saving builds a foundation The first step in investing is to secure a strong financial foundation. Start with these...

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Time to Downsize to a Smaller Home

Perhaps the kids have gone and there’s just too much house for your needs. Maybe you’re taking a new...

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Are You Ready for Your Dream Home?

If you’re ready to upgrade to something roomier or make a lifestyle change, you can feel confident knowing Apollo...

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What First-Time Homebuyers Need to Know

At Apollo Trust, we care about you, our customers. Our approach to getting you into your first home is...

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Saving for Your Retirement: Annuities

Key strengths Interest generated by an annuity accrues tax-deferred until withdrawn You can receive payments from the annuity for...

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Saving for Your Retirement: 401(k) Plans

Key strengths You receive “free” money if your contributions are matched by your employer (subject to your plan’s vesting...

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Saving for Your Retirement: Roth IRAs

A Roth Individual Retirement Account (IRA) is a personal savings plan that offers tax benefits to encourage retirement savings....

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Saving for Your Retirement: Traditional IRAs

A Traditional Individual Retirement Account or Individual Retirement Annuity (IRA) is a personal savings plan that offers tax benefits...

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