What Is Personal Cybercrime Insurance? Do You Need It? How Can You Buy It?

According to the Federal Bureau of Investigation Internet Crime Report, there was a record number...

Don't Leave Your Family a Digital Headache

As a family, we possess a number of boxes stored in our home with physical photographs. With these...

Is My Personal Information Protected on the FASFA Application

If you've been receiving increased data-breach notices from companies, healthcare networks or even...

Funding Children’s Education & Planning for You First

Planning for college can be a daunting task for anyone and “3.6 million parents have taken out...

Apella Wealth Expands Gulf Coast Presence with Addition of Pembroke Advisors, Inc.

WEST HARTFORD, Conn. — October 1, 2024 — Apella Capital, LLC, DBA Apella Wealth (“Apella, Apella...

College-Bound (Grand)Child? Don’t forget to have them complete this form!

Hint: It’s even more important than the FAFSA! A young woman goes to college. Two months later she...

Utilizing 529 Plans and Direct Payments to Educational Institutions for Estate Planning

Higher education not only offers a great way to better position your children and grandchildren for...

Pre-Tax Contributions or Roth Contributions to your Employer 401(k)? Which to Choose.

Congratulations! You just started your first job and even better news; your company offers a...

Taking AIM in Your Retirement Plans

Retirement marks the beginning of a new chapter filled with opportunities and challenges. It often...

All Things Insurance In Your 20's

The term "Adulting" is commonly used to describe characteristics or behaviors that align with those...