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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Roxy Butnar
Tax
,
Life Transitions
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...
4 Minute Read
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Charitable Giving
How Your Appreciated Stock Can Reduce Your Tax Bill
It was a great year in the stock market, especially for long-term investors. Assets in...
3 Minute Read
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Financial Awareness
How to Avoid Biases & Common Mistakes as an Investor
Do you find yourself in a panic about your investments after watching the evening news? Or are you...
2 Minute Read
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