At Apex Wealth Management we specialize in tax efficient distribution planning. Many retirees through the years have had a good accumulation plan in place and now at retirement have no real plan as how to spend what they have saved. In fact, many retirees have no idea what the negative impact could be on their net worth due to a poor spending plan.
To build a home you have a plan, to operate your personal devices you have a owners manual but when it comes to retirement many have no spending plan in place. One of the most important days of your life is that day you decide to retire, you want to avoid making any mistakes in your decision process.
To build a home you have a plan, to operate your personal devices you have a owners manual but when it comes to retirement many have no spending plan in place. One of the most important days of your life is that day you decide to retire, you want to avoid making any mistakes in your decision process.
Services
A virtual estate plan that covers everything, and every one you care about, needs to be a comprehensive plan. The Portfolio contains all estate planning documents you may need. This is the best way to protect your family.
Each client is paired with a licensed attorney, who partners with the clients' financial advisor of choice to make sure that documents are completed and implemented, and that the trust is continuously funded and properly maintained.
Each client is paired with a licensed attorney, who partners with the clients' financial advisor of choice to make sure that documents are completed and implemented, and that the trust is continuously funded and properly maintained.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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