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
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
However exciting retiring abroad may sound, it deserves considerable planning.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Life insurance proceeds are generally tax-free. But not in all cases.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
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
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.