Be WELLthy Blog

A Simple Way to Amplify Your Charitable Impact

By Debra Shapira | Mar 02, 2026 |

One of the most common questions I hear from clients is: ‘How can I maximize the impact of my charitable giving?’ #HalfMyDAF offers a compelling answer: matching…

February 23, 2026 |

Moving Abroad? Here’s What to Know About Your Estate Plan, Taxes & Investments

Moving abroad? Learn how to plan for estate, taxes, and investments across borders to avoid surprises and keep your financial life on track.

February 17, 2026 |

When Dual-Income Becomes One-Income

When a dual-income becomes one-income, protect wealth, and retain financial confidence with guidance from experienced advisors.

February 09, 2026 |

Rethinking Timing in Wealth Transfer

Explore how intentional wealth use—from intra life giving to purposeful legacy and charitable planning—creates meaningful impact today.

February 02, 2026 |

How the Next-Generation Is Rethinking Wealth

Next-generation investors are looking to flexibility, values, and financial autonomy to realize meaningful life choices.

January 26, 2026 |

Five Insurance Gaps To Close

Protect your wealth from hidden risks. Learn five smart ways to close insurance gaps, strengthen coverage, and avoid costly surprises.

January 20, 2026 |

Joint Life Insurance: A Shared Financial Safeguard

Joint life insurance plays a significant role in financial planning, offering a safety net for your loved ones.

January 12, 2026 |

Trust Reveal: Why It Misses the Point for Next-Gen

Preparing the next generation for wealth requires communication, intention, and gradual learning—not surprise “trust reveal” moments.

January 07, 2026 |

Our 2025 Q4 Investment Update

Our Q4 2025 investment update reviews performance, answers client questions, and highlights key market themes.

January 05, 2026 |

Five Ways to Make 2026 Your Most Aligned Financial Year Yet

Make 2026 your most intentional financial year with five meaningful steps to align your money, values, and long-term goals.