Be WELLthy Blog

July 14, 2025 |

The New Tax Landscape Under the One Big Beautiful Bill Act

The One Big Beautiful Bill is now law. Here's what it could mean for you — and how you can respond with strategy…

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July 10, 2025 |

Summer Is the Perfect Time for a Financial Tune-Up

Budget smarter, spend with intention, and align your money with what matters most to live your richer life—this summer and beyond.

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July 07, 2025 |

Questions To Ask Real Estate Agents

Ask the right questions before hiring a real estate agent—whether buying, selling, or both—to protect your time, money, and long-term financial goals.

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July 03, 2025 |

Concentrated Stock Position Strategies

Discover how to manage concentrated stock positions effectively. Assess risk, diversify, and consider tax implications for a balanced portfolio.

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June 30, 2025 |

“We Won’t Be That Couple”: The Reality of Finances in Marriage

Love is blind, but marriage reads the fine print. Here’s how couples make finances work — without losing the romance or the receipts.

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June 26, 2025 |

The Complete Guide to Medicare

Explore our Complete Guide to Medicare for valuable insights and information on healthcare coverage options.

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June 23, 2025 |

Estate and Capital Gains Taxes in Washington State

Washington State has raised capital gains and estate taxes. Here's what's changing — and how to plan with intention.

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June 19, 2025 |

Should You Enroll in Medicare While You’re Still Working?

If you’re 65 and getting coverage through your employer, it's easy to neglect the Medicare paperwork. But putting it off could have financial…

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June 16, 2025 |

Seattle’s New Mindset: From Wealth Accumulation to Wealth Alignment

Seattle's rising wealth is driving a shift from accumulation to value-based investing and wealth alignment with what matters most.

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