Protecting Yourself in a Digital World
In today’s world, cybersecurity is no longer just a technology issue, it’s a personal financial...Fraud Doesn’t Retire: Why Cybersecurity Belongs in Your Estate Plan
Estate planning has always been about preparing for the future—wills, trusts, and making sure...Turning Stocks Into Scholarships
Is your account filled with highly appreciated securities? Do you have children or grandchildren...Is College Still Worth the Price Tag? How Families are Considering ROI before College Decisions
For generations, a college degree was considered the golden ticket to a stable, prosperous career....Helping Your College Graduate Develop Financial Success
Graduating college is a major milestone in one’s life – not only for the child, but also for the...Unlocking Retirement Potential: Tax Implications of Rolling Over 529 Plans to Roth IRAs
With the passage of the SECURE 2.0 Act, families now have an exciting new financial planning...Thinking of making a change to your permanent life insurance policy? Be sure to understand the income tax “what-ifs” and big risks.
Let’s start with the basics: What is permanent life insurance? Unlike term life insurance, which...Life Insurance for the NexGen Investor: A Fiduciary’s Perspective
For many young professionals, life insurance can feel like something to worry about later, after...Apella Wealth Welcomes Park Piedmont Wealth Advisors
WEST HARTFORD, CT — August 29, 2025 — Apella Wealth (“Apella”), a financial advisory and wealth...