Income and Retirement solutions for todays volatile markets
- The budget planning app includes interactive charts that allow you to analyze your financial life; you can use them to make adjustments as you need to reach your larger financial goals. Add your credit cards to the app so you can see your current balance and spending limits all in one place.
- Aug 30, 2019 The best personal budget software for Mac is easier to pin down when you know exactly what you’re looking for. Not all apps are the same — they vary by function and pricing. Generally speaking, there are a few key features you want to see in your budget software for Mac: It should be simple and easy to add new records or transactions.
Feb 18, 2020 Personal Capital is a popular financial planning software option for both beginners and those more experienced with money management. The free version of the software includes all the features necessary for basic financial planning, including. The ability to link all of your financial accounts, including retirement and investment accounts, in one place. Managing money, sticking to a budget, and even handling investment decisions are easier than ever before. This is especially true now, given the plethora of personal finance apps available out. Top 5 Best Personal Finance Software Apps for Mac, iPhone, Android, and Windows. Practicing effective personal finance management is an ongoing struggle for Americans, especially when it comes to budgeting, saving, and planning for the future.
APPS Financial Group, Inc. is an independent, financial advisory firm which specializes in financial planning for retirees and those about to retire. We are here to educate and provide information to help people make the right decisions in an ever changing market. We realize that no two situations are exactly the same and that is why our services are flexible enough to create a customized financial strategy that can help you reach your goals.
Office Hours - By appointment only
Monday - Thursday 8:00am - 4:30pm
Friday 8:00am - 3:00pm
After hours available for special circumstances
We provide advice and solutions to meet your needs in each of the following areas:
Investments
- Actively Managed Portfolios - Strategic or Tactical
- Income Producing Investments
- Non-Correlating Asset Classes
- Protecting Your Principal
- Organizing Your Investment Information
Retirement Planning
- Social Security & Company Benefit Coordination
- 401K Rollover Planning
- Analysis of Pension Options
- Realistic Goal Setting
Insurance Coverage
- Life Insurance
- Long Term Care - Health or Life Based coverage
- Medicare Supplements
- Burial Policies
- Review of Existing Policies
Mac Financial Software
Estate Planning
- Coordination of Legal Documents
- Beneficiary Reviews
- Wealth Distribution to Family or Charity
Tax Planning
Free Financial Apps For Pc
- Tax Return Review
- Strategies to Reduce Tax Burden