by Apexium Financial's Partners | Apr 25, 2017 | News
Are Target Date Funds in your 401(k) Plan? Target date funds have existed since 1994, but have surged in popularity over the past decade. This can mostly be attributed to the Pension Protection Act of 2006, when target date funds were included in the list of...
by Apexium Financial's Partners | Apr 25, 2017 | News
Split-Dollar Life Insurance is Alive and Well – At Home and in the Office Split-dollar life insurance is not, as many people mistakenly think, a type of life insurance. Rather, it is a manner in which a life insurance policy is owned. A split-dollar agreement, or...
by Apexium Financial's Partners | Apr 25, 2017 | News
Asset Protection and Practical Uses of Self-Settled Grantor Trusts At Apexium, we take a comprehensive and holistic approach to estate planning. This entails helping our clients understand who will inherit their assets, and how. Moreover, we clarify what taxes will be...
