Biases at the Bell: Behavioral Pitfalls in the Mid-Year
What Has Happened This year highlights the importance of avoiding investment decisions based on...Major Overhaul Ahead: Understanding Proposed Changes to Federal Student Loans
The U.S. Department of Education (ED) recently announced major changes to the federal student loan...Bounced, Not Broken: Six Steps After an Unexpected Job Loss
An unexpected job loss is a highly stressful event. However, as with many challenges in life, a bit...Mid-Year Reminder: Review Your Insurance and Beneficiaries
Estate planning encompasses many important elements, and insurance is one of the most powerful...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...