Be WELLthy Blog

Navigating Marriage Finances Before Tying the Knot

By Katherine K. Burgess, CFP^® | Sep 16, 2024 |

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.

August 12, 2024 |

Securing Your Lifestyle With Disability Insurance

If illness or injury prevents you from earning an income, disability insurance can help protect your future and support your loved ones.

August 05, 2024 |

The Normalcy of Volatility

The difference between success and failure generally lies in the execution of a plan and adherence to a process, particularly during periods of…

July 24, 2024 |

Gifting Money to Family: A Comprehensive Guide

When gifting money to your family, understand the various laws and regulations to ensure compliance with the tax system.

July 19, 2024 |

When You Don’t Want To Combine Money and Marriage

An urge to separate money and marriage may reflect the person you are rather than the person society tells you to be.

July 16, 2024 |

Planning for Retirement: Finances at 50

Turning a half-century means recognizing the reality of planning for retirement. And asking the tough questions that go with it.