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...Life Happens... Are Your Estate Documents Established and Current?
Life transitions often take us by surprise. If you could take steps now to reduce stress for...Navigate College Planning: A Parent’s Guide to Success
As parents, planning for your child’s higher education can be an emotional and financially complex...The Great Wealth Transfer: Planning with Purpose Across Generations
Baby Boomers and earlier generations (born before 1964) currently hold over 60% of total assets in...