Be WELLthy Blog

How To Financially Prepare for a Baby

By Corinne Salera, CFP^® | May 27, 2025 |

New parent? Learn how to financially prepare for a baby — from budgeting and estate planning to long-term wealth building.

May 19, 2025 |

When you ask, "Do I need a financial advisor?" you are looking to do better with the things that you care most about.

May 12, 2025 |

Digital estate plan is part of your legacy. Don't let overlooked passwords, forgotten accounts, or legal oversights burden your loved ones.

May 05, 2025 |

Inherited stock value at the time of inheritance, how long it's held, and your tax bracket all influence IRS expects from you.

April 28, 2025 |

Post-separation finances can be complex. Co-parent, share expenses, and plan for stability while securing your family’s financial future.

April 21, 2025 |

Smart retirement income planning helps reduce taxes and stretch your savings, making your money last longer throughout retirement.

April 14, 2025 |

International estate planning ensures seamless inheritance, reduces tax exposure, and safeguards generational wealth.

April 07, 2025 |

Are reinvested dividends taxable? Learn how DRIPs work and when taking cash may be smarter to avoid risk and keep your portfolio balanced.

March 31, 2025 |

The Gold Card Visa could revolutionize investment-based US residency. Learn its tax implications and policy challenges that could shape it.

March 26, 2025 |

Brighton Jones welcomes Doubleknot Creative to elevate brand strategy and client experiences and drive growth through purpose-led marketing.