Income Tax Planning for Life Transitions: One Size Does Not Fit All

Although he is not credited with originating the phrase, Benjamin Franklin included the famous...

Hate Budgeting, Love Shortcuts?

Budgeting is like sitting in traffic; no one wants to do it, but it is essential for arriving at...

The IRS Has Trust Issues

In late 2023 and throughout 2024, federal investigators uncovered millions of dollars in fraudulent...

The Critical Role of Tax Planning in Your Financial Plan & Investments

For most successful investors, tax planning is a vital supplement to a comprehensive financial...

Looking Back at 2025: Perspective Through a Strong Year

2025 was a strong year for markets, even as headlines competed for attention: trade tariffs in...

Apella Wealth Welcomes PBMares Wealth Management Division

WEST HARTFORD, CT – January 6, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...

The Familiar Rhythm: Markets Rise and Fall

Anyone who studies market history knows that intra-year peaks and troughs are almost inevitable....

Beneficiaries: The Overlooked Estate Planning Step Worth Revisiting This Year

As you reflect on the milestones, memories, and changes that shaped 2025, it’s a great time to...

Summary of Itemized Deduction Changes Under the 2025 Act

Following is a summary of federal tax law changes enacted under the 2025 Act, formerly known as the

Year Two as a Surviving Spouse: Finding Clarity and Confidence in Your Finances

The first year after losing a spouse or partner is often filled with grief, paperwork, and the...