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
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A few strategies that may help you prepare for the cost of higher education.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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 compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.