by Apexium Financial's Partners | Jun 6, 2017 | News
It is important that estate planners take a comprehensive and holistic approach. This will enable he client to understand who will inherit his or her assets, and how such assets will pass. The attorney or planner, especially for complicated or taxable estates, should...
by Apexium Financial's Partners | May 17, 2017 | News
This brochure provides information about the qualifications and business practices of Apexium Financial LP. If you have any questions about the contents of this brochure, please contact David Pilaitis at: (215) 545-4800, or by email at: dpilaitis@apexiumfin.com....
by Apexium Financial's Partners | May 17, 2017 | News
Date: Friday, May 19, 2017 Time: 7:30am to 8:00am Networking/Registration/Breakfast; 8:00am to 10:00am CLE Presentation Speakers: David Bruckman, JD, MS Tax, CLU, APEXIUM Financial L.P. and Michael Markhoff Esq., Danziger & Markhoff LLP Location: 2 Westchester...
by Apexium Financial's Partners | May 15, 2017 | News
The bull market, which began in March 2009, trudged on methodically during the first quarter of 2017. The limited volatility was evidenced by the fact that when the S&P 500 index fell by 1.2% on March 21st, it marked the only day during the entire quarter that...
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...
by Apexium Financial's Partners | Feb 10, 2017 | News
Apexium Financial LP is pleased to announce that it was recently ranked as one of the Top Nine Best Financial Advisors in New York by AdvisoryHQ. AdvisoryHQ uses a comprehensive review system sifting through information for hundreds of New York advisory firms and...
by Apexium Financial's Partners | Feb 6, 2017 | News
Date: Thursday, February 16, 2017 Time: 7:30am to 8:00am Networking / Registration & Light Breakfast 8:00 am to 9:00 am CLE Presentation Speakers: Moria Laidlaw , ESQ., Shamberg Marwell Hollis Andreycak & Laidlaw, P.C. and David Bruckman JD, MS Tax,...
by Apexium Financial's Partners | Feb 6, 2017 | News
The consensus of opinion leading into the fourth quarter of 2016 was that it was going to be a particularly interesting one, and in that sense it didn’t disappoint. The quarter saw the conclusion of the longest, strangest and most contentious presidential election...
