Be WELLthy Blog

The Tax Implications of Microsoft Stock Awards

By Zach Bergthold, CPA | Oct 21, 2024 |

Understand the tax implications of Microsoft stock awards and minimize your tax burden. Learn about vesting, timing, and strategic planning.

October 16, 2024 |

Protected: Our 2024 Q3 Investment Update

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October 07, 2024 |

What Is a Charitable Remainder Trust?

Discover the tax advantages of a Charitable Remainder Trust and how they offer a strategic blend of philanthropy and financial planning.

September 30, 2024 |

When To Consider Establishing a Special Needs Trust

Establishing a special needs trust can provide crucial financial protection and support for a loved ones future.

September 23, 2024 |

Building & Preserving Intergenerational Wealth: Key Strategies

Intergenerational wealth builds family legacies. Achieve it with continuous generational financial management.

September 16, 2024 |

Navigating Marriage Finances Before Tying the Knot

Build a foundation for marriage finances with expert tips from certified financial planners who've done it themselves.

September 09, 2024 |

Group vs. Individual Life Insurance: What Are Your Options?

If your employer is sending you notices about open enrollment, review your options for Group vs. Individual Life Insurance.

September 02, 2024 |

Can You Still Do Second Home Tax Deductions?

Second home tax deductions are determined by whether the interest paid on additional mortgages is deductible.

August 26, 2024 |

Tax Planning Strategies: A Mid-Year Tax Tune Up

With Tax Day behind you, focus on mid-year tax planning strategies—your next financial milestone toward a prosperous year-end.

August 19, 2024 |

Financial Planning for Unmarried Partners in Washington

Legal developments in Washington State have put the focus on “committed intimate relationships,” which affects financial planning for unmarried couples.