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
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Tips to avoid checking in luggage on your next vacation.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When you’re married and have children, insurance needs will be different.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”