Inheriting money can be a burden and a blessing. There are many parts in the process to be considered. Do you think you may receive an inheritance? This article shares some things to keep in mind. Read the article

Centenarians – in 1980 there were 32,000 of them. Today there are more than 86,248 And 79% of them are women. Want to read more interesting facts about retirement? Click below! #retirementfacts #intheknow #financialplanning...

As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate tax estimates or qualifying for a loan. If you’re in that boat, APEX can help! #entrepeneurs #AscendwithAPEX #smallbusiness...

Preparing for retirement can look a little different for women than it can for men. APEX understands that and we're here to help. #retirement #financialplanning #AscendwithAPEX #womenandretirement...

It’s tax time, so it’s also time to beware of tax scams. The IRS has published what to watch for; read more: #taxscams #financialplanning #AscendwithAPEX #taxes

If you have been meaning to get around to addressing some part of your financial future, maybe it’s time to develop a strategy. Don’t let procrastination keep you from pursuing your financial goals. #AscendwithAPEX #retirement #financialplanning #fiancialadvisor...

How does your ideal retirement differ from reality, and what can we do to better align the two? Check out this video and give APEX a shout if we can help. http://www.library-messages.com/1442ab1e-1e29-456d-b72e-9f18eff1f8c0/resource-center/retirement/re-retirement...

Having a plan for retirement is how you ensure your happiness during your later years in life. But before you can plan, you have to dig deep and seriously determine what your personal retirement expectations are. A financial professional can help build a plan, but it...

Considering when you want to retire? A recent survey of 36% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence, however, being...

I have been talking with several clients about their Social Security lately. There are options when it comes to choosing to receive your benefits, and there is a lot to consider. It's important to familiarize yourself as early as possible with Social Security so...

From the Desk of Tim Poole, APEX Asset Advisors As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?" In...