Be Wellthy Blog

When You Don’t Want To Combine Money and Marriage

By Katy McDonald, CFP^® | Jul 19, 2024 |

An urge to separate money and marriage may reflect the person you are rather than the person society tells you to be.

July 16, 2024 |

Turning a half-century means recognizing the reality of planning for retirement. And asking the tough questions that go with it.

July 12, 2024 |

Inheriting an IRA from a spouse can feel overwhelming, but understanding the key considerations can help you make informed decisions.

July 09, 2024 |

Budgeting after divorce means balancing your income, managing expenses, and setting clear, resilient financial goals.

July 06, 2024 |

Comprehending how much money you will require in retirement income helps you craft a financial plan that sustains your lifestyle.

July 03, 2024 |

Navigate estate planning and divorce to reassess your financial standing, adjust beneficiaries, and protect your loved ones' future.

June 26, 2024 |

Spousal Lifetime Access Trusts can be a strategic tool that can offer peace of mind amidst changes to federal estate tax exemptions.

June 20, 2024 |

The average woman will see at least a 30% drop in her standard of living after divorce. How do women build financial resilience…

June 13, 2024 |

In the scramble to understand a vesting schedule. some people lose track of how RSUs are taxed and the implications on their compensation.

June 10, 2024 |

Understanding estate tax exemptions is a cornerstone of effective estate planning and vital for informed decision-making.