Be WELLthy Blog

Brighton Jones Adds New Offices and in Connecticut and Michigan

Jul 22, 2026 |

Brighton Jones expands with new Stamford, CT and Detroit, MI offices, led by advisors Robert Bennett Jr. and Michael Kreza.

July 08, 2026 |

Our Q2 2026 investment update reviews performance, answers client questions, and highlights key market themes.

June 22, 2026 |

Company stock in your 401(k)? NUA could mean paying capital gains rates instead of ordinary income on decades of appreciation.

June 16, 2026 |

Vocational Freedom is just the beginning. Here's how one financial advisor navigated the emotional and mental journey to retirement.

June 15, 2026 |

Washington's Millionaires' Tax includes a $100K deduction for Washington state charitable giving. Here's what it means.

June 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.