Be WELLthy Blog

Should I Stay or Should I Go? A Framework for Thinking Clearly

By Melanie Arena, CFP^® | Jun 08, 2026 |

Thinking about moving to a lower-tax state? Use this framework to weigh life and financial factors before making your decision.

May 25, 2026 |

Trump Accounts (Section 530A) open July 4. What families need to know about eligibility and the $1,000 federal seed.

May 18, 2026 |

Brighton Jones expands to Cleveland, bringing its Personal CFO approach to Ohio with lead advisor Mitchell Kotheimer.

May 11, 2026 |

Tax relocation decisions from California, New York or Washington require more than tax rate math. Domicile change models are imperfect.

May 04, 2026 |

Crypto tax loss harvesting may offer flexibility vs. stocks under current IRS rules. Learn how it fits into your tax strategy.

April 27, 2026 |

Your estate plan needs updates after divorce, inheritance, moving states, or selling a business. Learn when to review it and what to change.

April 20, 2026 |

Navigate spousal and child support by understanding the tax rules, modification options, and financial planning strategies.

April 13, 2026 |

Thinking about buying a second home? Explores the real costs, liquidity trade-offs, and wealth alignment decisions most buyers miss.

April 10, 2026 |

Our Q1 2026 investment update reviews performance, answers client questions, and highlights key market themes.

April 06, 2026 |

A personal story about retirement planning, vocational freedom, and aligning career, family, and purpose when deciding when to step away.