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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
College & Next Generation Planning
,
Generational Wealth Planning
Generational Wealth - A Legacy of Intention
Generational wealth isn’t about creating endless riches. It’s about creating opportunity — giving...
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Generational Wealth Planning
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Life Transitions
Bridging Generations: How to Transfer Wealth Wisely Today and Tomorrow
The "great wealth transfer," the massive shift of assets from Baby Boomers to younger generations,...
3 Minute Read
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Tax
,
Charitable Giving
Charitable Giving Before 2026: Why Timing Could Boost Your Impact
Charitable giving is a fantastic way to help non-profit organizations you care about achieve their...
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Risk Management
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Charitable Giving
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Insurance
Turning a Policy into Purpose: How Life Insurance Can Grow Your Long-Term Charitable Impact
When it comes to making donations to our favorite charities, you may think of writing a check to...
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College & Next Generation Planning
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Charitable Giving
Raising Generous Hearts: Engaging Kids in Family Giving
As we move into the final months of the year, charitable giving naturally becomes a focus for many...
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Charitable Giving
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Estate
Smart Charitable Giving: Maximize Your Impact, Minimize Your Taxes
Charitable giving is a powerful way to support causes you care about, create a personal legacy, and...
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Investment
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Charitable Giving
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Behavioral Finance
Giving with Purpose: How to Align Your Charitable Contributions with Your Values
Charitable giving is more than a financial transaction – it’s a reflection of your values and a way...
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Charitable Giving
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Life Transitions
From Building Wealth to Creating Meaning: Charitable Giving at Life’s Milestones
Reaching a milestone birthday or entering retirement is about more than celebrating the years...
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Apella Summit Chicago 2025 Recap
Advisors Gather in Chicago for the 2025 Apella Summit
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Tax
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Cybersecurity
Cybersecurity and Taxes: Navigating the Dirty Dozen
Understanding the IRS Dirty Dozen Each year, the IRS publishes a list of common tax scams known as...
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