Generational Wealth Isn’t Built at Death – It’s Built in the Decades Before Retirement
Many people think estate planning occurs somewhere near the end of life: draft the documents, set...One Retires, One Works: Navigating the Transition Together
When one partner retires while the other continues to work, couples can face a mix of tax changes,...Income Tax Planning for Life Transitions: One Size Does Not Fit All
Although he is not credited with originating the phrase, Benjamin Franklin included the famous...Hate Budgeting, Love Shortcuts?
Budgeting is like sitting in traffic; no one wants to do it, but it is essential for arriving at...The IRS Has Trust Issues
In late 2023 and throughout 2024, federal investigators uncovered millions of dollars in fraudulent...The Critical Role of Tax Planning in Your Financial Plan & Investments
For most successful investors, tax planning is a vital supplement to a comprehensive financial...Looking Back at 2025: Perspective Through a Strong Year
2025 was a strong year for markets, even as headlines competed for attention: trade tariffs in...Apella Wealth Welcomes PBMares Wealth Management Division
WEST HARTFORD, CT – January 6, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...The Familiar Rhythm: Markets Rise and Fall
Anyone who studies market history knows that intra-year peaks and troughs are almost inevitable....