* Estate Planning * Insurance * Investments * Tax Strategies

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"A Dream Is Just A Dream.  A GOAL Is A Dream With A Plan And A Deadline!"   

                                                                                       - Harvey MacKay

 

         APEX group

 

APEX Financial Solutions offers a unique comprehensive approach to investment, insurance, estate and tax planning stategies.  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.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Outlook 2007, Part II

So the economy has begun to slow and there's some talk of a recession in the offing. Is it time to batten down and wait for the storm? Not so fast. Consumers, financial markets, and policymakers are behaving as though there are reasons to be optimistic.

More Newsletters →