Apella - Huntington Beach

09/13/2024

It’s time for a check-up! Don’t worry…it’s not that kind of check-up. Rather, it’s an opportunity to be reflective, to take your financial temperature, and determine your financial state. It is important to establish a baseline for your financial well-being, so you can more easily identify when you feel less than, average, or better than normal regarding your financial health.

It’s time for a check-up! Don’t worry…it’s not that kind of check-up. Rather, it’s an opportunity to be reflective, to take your financial temperature, and determine your financial state. It is important to establish a baseline for your financial well-being, so you can more easily identify...

08/20/2024

Remember the good old days? You don’t have to have a long memory to recall this golden age of American prosperity, because those statistics are all from today, right now, the world you are living in. So, why don’t we appreciate it now?

Remember the good old days? You don’t have to have a long memory to recall this golden age of American prosperity, because those statistics are all from today, right now, the world you are living in. So, why don’t we appreciate it now?

08/06/2024

Thinking of making a big purchase? Before you swipe that card, ask yourself these 3 questions to help bring clarity and confidence to your decision:

Thinking of making a big purchase? Before you swipe that card, ask yourself these 3 questions to help bring clarity and confidence to your decision.

07/16/2024

A new stock exchange in Texas? Here's what this means for investors like you:

Eyebrows are raising at the announcement of the new Dallas-based stock exchange, TXSE. Here's what you need to know.

07/03/2024

Curious how the great AI race could potentially benefit you financially? Here's a reminder of how to position yourself for long-term success.

06/18/2024

Home ownership, part of "The American Dream," has become more challenging than ever to achieve. However, with some planning and purpose, anyone can secure a home that's right for them. https://blog.apellawealth.com/the-american-dream-isnt-so-dreamy

06/05/2024

Do you know when your next payday is? Most of you know the exact day. But when was the last time you looked at your paystubs to check the deductions from your paychecks? Learn about 5 items to look out for when reviewing your paystubs:

You likely know when your next payday is. But when was the last time you looked at your paystubs to check the deductions? Here's 5 items to look out for:

05/21/2024

Financial plans are crucial for financial well-being. Claire Thornton gives sound advice on easy steps to follow. Read more about four ways to jumpstart your financial plan for success:

Financial plans are crucial for financial well being. Claire Thornton gives sound advice on easy steps to follow. Read more about the four ways to jumpstart your financial plan for success.

05/07/2024

We’re quickly approaching high travel season as temperatures rise, daylight lingers, and schools break for summer. If you are jet-setting soon or just beginning to plan, there can be many things to think about. Here are four of the most important financial considerations:

If you are jet-setting soon or just beginning to plan, there can be many things to think about, so here are four of the most important financial considerations.

04/30/2024

Recording Now Available!

Diana Bacon and Claire Thornton reviewed types of income, deductions, and tax reducing strategies for a better organized plan for next year giving you a solid start.

View the recording at https://hubs.la/Q02vzzPC0

04/16/2024

With tensions rising in the Middle East, click here to explore the impact of war on markets in our latest blog post:

With tensions rising in the Middle East, click here to explore the impact of war on markets.