March 01, 2022 | Mega Backdoor Roth Boosts Your Retirement Savings A mega backdoor Roth allows some high-earners to save additional cash for retirement. Here's how to know if it makes sense for you. Read more
November 11, 2021 | Five Steps to Decide Between Competing Job Opportunities Use this guide as a roadmap to navigate competing job offers so you can accurately evaluate the entire package and act accordingly. Read more
August 04, 2021 | Qualified Small Business Stock: Eligibility & Tax Benefits If you invest in a local enterprise or family-owned firm, you can access tax benefits by purchasing shares of qualified small business stock. Read more
June 02, 2021 | Making More Money? Make the Most of It Want to optimize the value of your position and avoid mistakes that can come with a salary bump? Follow these financial tips after… Read more
March 04, 2021 | Are You Prepared for Your Company’s IPO? Understanding how your portfolio may change as the result of going public is the first step to a sound financial strategy during and… Read more
April 08, 2019 | Nike: Single Stock Risk and When to Diversify A concentrated stock position may be a growth driver for employee balance sheets, but it's not always the optimal approach to preserve and… Read more
April 03, 2019 | Will I Be OK Financially? Women often face financial headwinds in the form of the gender pay gap, the number of years in the paid workforce, and longer… Read more
January 23, 2019 | Investing in Women Is a Movement, Not a Moment At Brighton Jones, we are championing the continued advancements and achievements of women while also recognizing that there is still much work to… Read more
January 12, 2018 | Is a Personal CFO Right for You? As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly… Read more
September 26, 2016 | Key Trends in Executive Compensation Pay packages at the senior executive level have become increasingly creative and complex, from start-ups to Fortune 500 companies. Things like stock options,… Read more