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...Apella Wealth Welcomes PBMares Wealth Management Division
WEST HARTFORD, CT – January 6, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...The Familiar Rhythm: Markets Rise and Fall
Anyone who studies market history knows that intra-year peaks and troughs are almost inevitable....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...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 theYear 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...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...Understanding Taxes After the Death of a Spouse
The period following the death of a spouse or partner is often filled with emotional, logistical,...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....