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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
College & Next Generation Planning
2025 Year in Review: Impactful Changes for Next Gen Planning
If 2025 taught us anything, it’s that change is constant. Families with young children already have...
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Understanding Taxes After the Death of a Spouse
The period following the death of a spouse or partner is often filled with emotional, logistical,...
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Understanding Grief After the Loss of a Spouse or Partner
Grief is not a single moment in time—it’s an ongoing experience that touches every corner of life....
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Navigating Financial Decisions After the Death of a Spouse or Partner
The death of a spouse our partner reshapes life in an instant. Even for those who felt prepared,...
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Understanding Your Options: Mediation, Litigation, and DIY Divorce
Facing divorce brings a wave of emotions—uncertainty, fear, overwhelm, and sometimes relief. One of...
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Year-End Financial Planning After the Death of a Spouse
The first year after a spouse’s or partner’s death is an emotionally intense and often disorienting...
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Financial Steps to Take Once Your Divorce Is Final
When a divorce becomes final, the emotional and mental exhaustion can make it tempting to step away...
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The Divorce Process: What to Expect and How to Prepare
Beginning the divorce process can feel overwhelming, especially when you’re already navigating...
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Is Divorce Mediation Right for You? What to Know Before You Choose
When you’re facing divorce, choosing how to divorce is just as important as the decisions you’ll...
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Tax
,
Generational Wealth Planning
Tax and Family Benefits of Hiring Children in a Family Business
Many family businesses naturally involve multiple generations - from grandparents to teenagers -...
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