March 22, 2022 | Five Ways to Maximize Your Health Savings Account Learn practical ways to boost your health savings account so that future medical costs won’t interfere with your ability to enjoy retirement. Read more
March 08, 2022 | Benefits of Choosing an Integrated Wealth Management Team Reduce your tax liability, boost the value of your retirement accounts and assets, and support your future goals, with an integrated team. Read more
January 27, 2022 | Applying for an Exemption to Washington State’s New Long-Term Care Tax You may qualify for an exemption to the WA Cares Fund LTC tax, potentially resulting in thousands of dollars in annual savings. 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 18, 2021 | Federal Tax Filing Deadline Postponed to May 17 The Treasury Department and the IRS announced that the federal tax filing deadline for individuals has been extended to May 17, 2021. Read more
December 16, 2020 | Biden’s Tax Plan: What to Know About Potential Changes While President-elect Joe Biden's campaign proposals included several significant tax changes, a divided Congress could stymie his agenda. Read more
November 04, 2020 | Beyond the Numbers: How Medical Professionals Can Live a Richer Life Explore the innovative programs Brighton Jones offers to help medical professionals achieve wellbeing and live a richer life. Read more
April 12, 2020 | Staying the Course With Your Philanthropic Impact We've compiled three ideas for maintaining your philanthropic impact and helping great organizations that need your continued support. Read more
April 07, 2020 | Should You Consider a Roth Conversion Given Market Volatility? Roth conversions, particularly when done on depressed account balances, can pay huge dividends down the road in the form of reduced income-tax burdens. Read more