Be WELLthy Blog

Grow a Spousal IRA Together, Even on One Income

By Katy McDonald, CFP^® | Dec 17, 2025 |

We all pick up little bits of “financial wisdom” over the years and treat them as absolute truth. Until someone says something that makes us stop and…

December 15, 2025 |

7 Truths for Raising Financially Confident Kids

Discover seven practical truths to raising financially confident kids to be thoughtful stewards of wealth.

December 10, 2025 |

Arizona Tax Credits for High-Income Earners

Arizona tax credits let taxpayers redirect part of their state income tax to eligible schools, nonprofits, and community organizations.

December 08, 2025 |

RSU Taxes: Hit Safe Harbor Early and Keep Your Money Working

RSU taxes can create unexpected bills. Meeting safe harbor early may reduce penalties and make your cash flow more predictable.

December 03, 2025 |

Navigating New 401(k) Catch-Up Contribution Rules

The 401(k) is one of the easiest ways to build retirement wealth, but starting in 2026, high earners must make catch-ups to a…

December 01, 2025 |

Why Rising Stock Prices Can Lead to RSU Underwithholding

Rising stock prices can leave RSU underwithholding behind. Learn the steps that may help you stay ahead of unexpected tax bills.

November 24, 2025 |

Support Charitable Giving With RSUs and DAFs

Learn how donating appreciated RSUs to a donor-advised fund may offer tax advantages, support charitable goals, and help redirect concentrated equity.

November 17, 2025 |

Selling RSUs Is a Long-Term Wealth Strategy

Selling RSUs is a long-term strategy. Learn how thoughtful selling may reduce concentration risk and support your broader financial plan.

November 12, 2025 |

When To Sell a Losing Stock

Learn how tax-loss harvesting within a Personal CFO approach helps reduce taxes and align money with your values.

November 10, 2025 |

Target Date Funds Could Be Slowing Your Retirement Growth

Target Date Funds may feel safe, but they could slow your retirement growth. Learn smarter portfolio strategies for your 20s and 30s.