Apella - Marblehead MA

06/27/2024

Your teen is going off to college - have you thought about the legal and financial matters that might need attention? Check out our latest blog post where we cover some of these important issues:

Learn more about a few legal and financial issues that should be addressed before your teen goes to college.

05/16/2024

With students starting college in the fall semester, tuition bills will start arriving a few months before the term begins. There are many payment options available. Read more to find out what option works for you.

03/17/2023

Happy Saint Patrick's Day! 🍀✨

03/10/2023

Join Us on March 18th for Our Virtual Seminar! Learn about the importance of investing and what you need to know to get started. Roxana Butnar, Associate Financial Advisor at Apella, will cover basic investment principles, investment terminology and much more. Register here: https://hubs.la/Q01GgrPP0

03/08/2023

03/03/2023

Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war in Europe, and volatile stock and bond markets. During that period overall, were stocks up 25%? Flat? Down 25%? Too often, people look only at year-by-year returns
and don’t look at the total history of returns, which can be very informative. Click here to learn more: https://hubs.la/Q01F7r1d0

02/25/2023

Tax season is upon us, and if you want to reduce how much you pay the government, you need to understand which tax credits you can claim. Credits are an efficient way to reduce a tax bill, but they can have complex rules. Click here to learn more: https://hubs.ly/Q01DqxV20

02/18/2023

Tax season is upon us, and if you want to reduce how much you pay the government, you need to understand which tax credits you can claim. Credits are an efficient way to reduce a tax bill, but they can have complex rules. Click here to learn more: https://hubs.la/Q01CPjSc0

02/14/2023

Happy Valentines Day! ❤️

02/10/2023

The key to planning for your retirement is to craft a plan based on observable facts, not common myths. Here are nine myths you should be on the lookout for. Click here to learn more: https://hubs.la/Q01C0hX30

02/03/2023

The Secure Act 2.0 of 2022 (“Secure 2.0”) was just signed into law. In many ways, Secure 2.0 was the gift all Americans needed, and we couldn’t be happier about the provisions that have made it easier to save and plan for a successful retirement. Here’s a rundown on the 10 most important things included in the $1.7 trillion bill that may positively impact your financial future. Click here to learn more: https://hubs.la/Q01BgGVx0