Top 10 Tips & Tricks: A Mid-Year Tax Review Checklist

A mid-year tax review is a smart move. It helps you avoid surprises come tax time and ensures...

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...