Be WELLthy Blog

Tax Planning Checklist: Maximize Savings and Minimize Stress

By Katy McDonald, CFP^® | Nov 05, 2025 |

Make 2026 tax planning easier by reviewing income, deductions, RSUs, and major transactions now to avoid surprises and stay ahead.

November 03, 2025 |

Smart tax strategies can turn your stock options and RSUs into long-term wealth. But plan around income, AMT, and concentration risk.

October 27, 2025 |

Returns aren’t the whole story. Real advisory value comes from seeing your full financial picture — taxes, goals, and life all working together.

October 26, 2025 |

The wealth management industry is shifting, and client expectations are rising. Firms face the challenge of attracting and retaining talent.

October 22, 2025 |

Brighton Jones welcomes Jessica Andrews as General Manager of Lenora Family Office, Multi-Family Office and Impact.

October 20, 2025 |

Too much wealth in one stock can hold you back. Tax-aware approaches help manage concentration and support long-term financial planning.

October 15, 2025 |

Divorce impacts finances, emotions, and career. Learn how expert planning and support can help you thrive through this transition.

October 13, 2025 |

Learn how to save, budget, and build confidence with financial strategies that empower young adults, especially women.

October 08, 2025 |

Our Q3 update reviews recent investment performance, answers common client questions, and highlights the themes shaping the markets.

October 06, 2025 |

Living in a high-tax state and taking big deductions sometimes triggers AMT. Plan ahead to minimize its impact.