Life Transitions are Inevitable. Mistakes Don’t Have to Be.
One guarantee all humans can count on is that life transitions will happen. Whether it’s a job...Starting Strong: Managing Your Money with Your First Job
Walking through the park last month, I saw college seniors posing for graduation photos; caps in...Estate Planning is for the Living
When we think of “estate planning,” many of us immediately picture a last will and testament. Who...Apella Wealth Welcomes Independence Wealth Advisors
WEST HARTFORD, CT — June 30, 2025 — Apella Wealth (“Apella”), a financial advisory and wealth...Here Come the Benefits? Marriage and Its Effect on Employee Benefits and Insurance
Flowers in bloom, birds chirping, and the 10-day forecast doesn’t show a single day of rain. These...Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM
WEST HARTFORD, CT — June 20, 2025 — Apella Wealth (“Apella”), a financial advisory and wealth...Navigating Taxes as a Widow or Widower: A Practical Guide
Losing a spouse is one of life’s most difficult experiences, and the financial aftermath can feel...Controlling From the Grave
You spent your entire working life earning and saving to enjoy your retirement. But unless you plan...Common Estate Planning Pitfalls
Estate planning is complicated. In many cases, people sign a stack of documents at their attorney’s...