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...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...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...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...Pre-Tax Contributions or Roth Contributions to your Employer 401(k)? Which to Choose.
Congratulations! You just started your first job and even better news; your company offers a...Taking AIM in Your Retirement Plans
Retirement marks the beginning of a new chapter filled with opportunities and challenges. It often...All Things Insurance In Your 20's
The term "Adulting" is commonly used to describe characteristics or behaviors that align with those...Financial and Legal Preparation for College Students
It has been a year of milestones in my home. My son graduated high school, turned 18, and started...Mitigating the Serious Risks of Over-Concentration
How financial advisors can help protect seasoned business executives For seasoned business...