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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Tax
,
Life Transitions
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...
3 Minute Read
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Investment
,
Tax
,
Behavioral Finance
Hate Budgeting, Love Shortcuts?
Budgeting is like sitting in traffic; no one wants to do it, but it is essential for arriving at...
3 Minute Read
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Tax
The IRS Has Trust Issues
In late 2023 and throughout 2024, federal investigators uncovered millions of dollars in fraudulent...
3 Minute Read
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Tax
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...
2 Minute Read
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Market Commentary
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...
4 Minute Read
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Insider
Apella Wealth Welcomes PBMares Wealth Management Division
WEST HARTFORD, CT – January 6, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...
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Investment
,
Behavioral Finance
The Familiar Rhythm: Markets Rise and Fall
Anyone who studies market history knows that intra-year peaks and troughs are almost inevitable....
3 Minute Read
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Estate
Beneficiaries: The Overlooked Estate Planning Step Worth Revisiting This Year
As you reflect on the milestones, memories, and changes that shaped 2025, it’s a great time to...
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Tax
Summary of Itemized Deduction Changes Under the 2025 Act
Following is a summary of federal tax law changes enacted under the 2025 Act, formerly known as the
3 Minute Read
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Life Transitions
Year Two as a Surviving Spouse: Finding Clarity and Confidence in Your Finances
The first year after losing a spouse or partner is often filled with grief, paperwork, and the...
3 Minute Read
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