Giving Made Easy: The Perks of Donor-Advised Funds

Charitable giving is a noble endeavor. However, administrativetasks can make this a daunting...

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...

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...

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...

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...

Is My Personal Information Protected on the FASFA Application

If you've been receiving increased data-breach notices from companies, healthcare networks or even...

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...