Apex Financial Services

Apex Financial Services Expert Advisor: Medicare, Life Insurance, Retirement.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
02/17/2025

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

"The only things certain in life are death and taxes." Benjamin Franklin
02/14/2025

"The only things certain in life are death and taxes." Benjamin Franklin

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

The key to in retirement might be a patchwork of different choices.
02/12/2025

The key to in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
02/10/2025

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

There are many factors to consider before tapping retirement money to pay for college.
02/07/2025

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
02/05/2025

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Is your retirement portfolio subject to “sequence of returns” danger?
02/03/2025

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.
01/31/2025

Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.

A look at the new, record-high retirement contribution limits from the IRS.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
01/29/2025

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

What Happens To Your Employer-Sponsored Retirement Accounts When You Change Jobs? Find out in our latest video.
01/27/2025

What Happens To Your Employer-Sponsored Retirement Accounts When You Change Jobs? Find out in our latest video.

This video discusses issues related to your retirement accounts when you move on from your job.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
01/24/2025

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
01/22/2025

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

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53717

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