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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Charitable Giving
Giving Made Easy: The Perks of Donor-Advised Funds
Charitable giving is a noble endeavor. However, administrativetasks can make this a daunting...
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Charitable Giving
Overcoming Inertia to Accomplish Your Charitable Giving Goals
What does it mean to leave a legacy? How do each of us define our legacy? These are deeply personal...
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Tax
,
Cybersecurity
5 Common Tax Scams You Should Know About
What could be worse than paying taxes? Turns out, it is falling for tax scams.Each year, countless...
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Cybersecurity
What Is Personal Cybercrime Insurance? Do You Need It? How Can You Buy It?
According to the Federal Bureau of Investigation Internet Crime Report, there was a record number...
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Cybersecurity
Don't Leave Your Family a Digital Headache
As a family, we possess a number of boxes stored in our home with physical photographs. With these...
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Cybersecurity
Is My Personal Information Protected on the FASFA Application
If you've been receiving increased data-breach notices from companies, healthcare networks or even...
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College & Next Generation Planning
Funding Children’s Education & Planning for You First
Planning for college can be a daunting task for anyone and “3.6 million parents have taken out...
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Insider
Apella Wealth Expands Gulf Coast Presence with Addition of Pembroke Advisors, Inc.
WEST HARTFORD, Conn. — October 1, 2024 — Apella Capital, LLC, DBA Apella Wealth (“Apella, Apella...
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College & Next Generation Planning
College-Bound (Grand)Child? Don’t forget to have them complete this form!
Hint: It’s even more important than the FAFSA! A young woman goes to college. Two months later she...
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College & Next Generation Planning
Utilizing 529 Plans and Direct Payments to Educational Institutions for Estate Planning
Higher education not only offers a great way to better position your children and grandchildren for...
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