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So far Apex Financial Advisors has created 120 blog entries.

Protect Your Future Self From Financial Abuse

Protect Your Future Self From Financial Abuse, From consolidating brokerage accounts to designating a trusted contact, planning is key. Financial firms and regulators are taking steps to combat financial abuse of older investors. By Anna Prior WSJ As thousands of baby boomers reach retirement age every day, securities firms and regulators are looking for [...]

Never Too Affluent for 529 Plans: 529 Gifting and Estate Planning Strategies

High-net-worth individuals are in a unique position when it comes to financing their children’s college education. Not only do they want to provide the best education money can buy, but they also may be seeking ways to reduce their taxable estate while creating an education legacy for future generations. [...]