APEX Financial SolutionsWe Place Your Interests First
Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement.
APEX Financial Solutions offers a unique approach to investment, insurance, estate and tax planning strategies. Use this site to learn more about us and how we might be able to serve you.
A wide variety of financial calculators, articles, and educational material has been made available for your benefit. It is our hope that you will make this site your home for financial research and information.
"A Dream Is Just A Dream. A GOAL Is A Dream With A Plan And A Deadline!"
- Harvey MacKay
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
How long does a $20 bill last?
Here's a breakdown of how the federal government spends your tax money.
Military families face unique challenges, making personal finance even more critical.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.