Wealth management shouldn’t be intimidating or confusing. We keep abreast of trends that affect your financial planning goals and we want to make it easy and convenient for you to do the same. At Apex we post topical articles, Website links and media clips on our site that we think might be of particular interest to you.
To read articles that may interest you, just click on the following links. You will need to have Adobe Acrobat® Reader software installed. To download this free program, click the link below.
Insurance: Are You Really Covered?
If you own a home or rent one, if you keep anything of value inside your home, if you drive a car, if you have a spouse and/or a family you want to protect financially in case you die, and you or anyone else in the family need healthcare, if you have a job you can’t afford to lose, then you need insurance. read more...
When It Comes to Saving Money, the Future is Now
There are plenty of reasons people prioritize spending over saving. Saving for the future can be gratifying in its own right, though, because it puts a person that much closer to fulfilling their goals and realizing their dreams. read more...
Taxes 101: What You Know May Impact What You Owe
If taxes are indeed inevitable, how do we make the best of our status as taxpayers? It starts with understanding the basics. read more...
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