Be Wellthy Blog

Honoring Women’s History by Investing in Our Future

By Debra Shapira | Mar 28, 2023 |

Learn about how our recent Community Impact Circle brought together budding and seasoned philanthropists with a shared interest in promoting equity and justice for women.

March 28, 2023 |

The Overlooked Factor in Bond Returns

Comparing cost basis to current value is not indicative of total return. Some key information is missing from the equation.

March 27, 2023 |

FAQ: Washington State Capital Gains Tax

The new tax, which goes into effect on January 1, 2022, has a rate of 7 percent on an individual’s Washington capital gains.

March 13, 2023 |

In the Wake of Silicon Valley Bank’s Collapse: FAQs and Commentary

Our thoughts on the collapse of Silicon Valley Bank, it's implications on the banking sector, and the broader historical context.

February 28, 2023 |

What are Qualified Charitable Distributions (QCDs)?

Learn how making charitable donations through a QCD can positively impact your IRA withdrawal strategy.

February 23, 2023 |

Key Differences between 457 Plans

Learn the differences between 457 plans and how they can be integrated into your broader financial picture.

February 12, 2023 |

A Guide to Nike’s Employee Stock Purchase Plan

The Nike employee stock purchase plan allows participants to designate up to 10 percent of their eligible pay to purchase Nike stock in…

January 24, 2023 |

How the SECURE Act 2.0 Impacts Individual Retirees

Learn the most important changes impacting individual's financial plans from this updated legislation.

January 24, 2023 |

How the SECURE Act 2.0 Impacts Employer-Sponsored Plans

Learn the how the passing of this new legislation will affect the options available for employer sponsored retirement plans.

January 23, 2023 |

How Safe Harbor Tax Rules Impact Your Estimated Tax Payments

Learn the how Safe Harbor Tax Rule can influence your tax strategy when experiencing a liquidity event.