Be WELLthy Blog

Brighton Jones Expands to Ohio With the Addition of Mitchell Kotheimer, Lead Advisor

May 18, 2026 |

Brighton Jones expands to Cleveland, bringing its Personal CFO approach to Ohio with lead advisor Mitchell Kotheimer.

May 11, 2026 |

Tax relocation decisions from California, New York or Washington require more than tax rate math. Domicile change models are imperfect.

May 04, 2026 |

Crypto tax loss harvesting may offer flexibility vs. stocks under current IRS rules. Learn how it fits into your tax strategy.

April 27, 2026 |

Your estate plan needs updates after divorce, inheritance, moving states, or selling a business. Learn when to review it and what to change.

April 20, 2026 |

Navigate spousal and child support by understanding the tax rules, modification options, and financial planning strategies.

April 13, 2026 |

Thinking about buying a second home? Explores the real costs, liquidity trade-offs, and wealth alignment decisions most buyers miss.

April 10, 2026 |

Our Q1 2026 investment update reviews performance, answers client questions, and highlights key market themes.

April 06, 2026 |

A personal story about retirement planning, vocational freedom, and aligning career, family, and purpose when deciding when to step away.

March 30, 2026 |

Washington’s new tax law prompts a review of your timeline, giving strategy, trust structures, and income mix.

March 23, 2026 |

Your down payment isn't just about the house. Deciding how much to put down is about everything else you're trying to fund.