Be WELLthy Blog

The Hidden Costs of Moving to a Low‑Tax State

By Melanie Arena, CFP^® | May 14, 2026 |

Tax relocation decisions from California, New York or Washington require more than tax rate math. Domicile change models are imperfect.

May 07, 2026 |

Does Cryptocurrency Offer a Tax Loss Harvesting Advantage Over Stocks?

Under current U.S. tax rules, some investors may be able to realize losses on cryptocurrency positions without certain limitations that commonly apply to…

May 01, 2026 |

When to Update Your Estate Plan: 5 Critical Life Events

Your estate plan needs updates after divorce, inheritance, moving states, or selling a business. Learn when to review it and what to change.

April 20, 2026 |

The Financial Ramifications of Spousal and Child Support

Navigate spousal and child support by understanding the tax rules, modification options, and financial planning strategies.

April 13, 2026 |

Buying a Second Home: Financial Planning Beyond Price

Thinking about buying a second home? Explores the real costs, liquidity trade-offs, and wealth alignment decisions most buyers miss.

April 10, 2026 |

Our 2026 Q1 Investment Update

Our Q1 2026 investment update reviews performance, answers client questions, and highlights key market themes.

April 06, 2026 |

When The Retirement Questions First Appear

A personal story about retirement planning, vocational freedom, and aligning career, family, and purpose when deciding when to step away.

March 30, 2026 |

Let’s Talk About Washington’s New Tax Law

Washington’s new tax law prompts a review of your timeline, giving strategy, trust structures, and income mix.

March 23, 2026 |

How Much to Put Down on a Home: Beyond the 20% Rule

Your down payment isn't just about the house. Deciding how much to put down is about everything else you're trying to fund.

March 16, 2026 |

The Geography Decision Is a Life Question First

A move for taxes alone misses the point. Explore the geography of wealth—how life priorities, taxes, and timing shape relocation decisions.