Be WELLthy Blog

When Should I Start Saving for College?

By Brett Carolan, CFP^® | Jun 21, 2023 |

For many parents, it can be counterintuitive to think about saving for their children’s academic future while they’re fulfilling their own financial goals and obligations.

June 19, 2023 |

College Financial Aid: What Forms Do I Need to Fill Out?

This guide examines the key college financial aid forms and offers actionable tips for completing your paperwork correctly and on time.

June 15, 2023 |

How Do Colleges Determine Financial Need?

Taking the time to understand your child’s need-based financial aid options could save you money while ensuring your child receives a quality education.

June 11, 2023 |

529 Plan Mistakes That Can Derail Your Savings Plan

You’ll need to follow your state’s rules to ensure that you don’t diminish your return on investment due to these 529 plan mistakes.

April 06, 2023 |

The Layers of Safeguards Provided by FDIC Insurance, SIPC Insurance, and Fidelity

Learn the different protections provided by FDIC insurance, SIPC insurance, and Fidelity.

April 05, 2023 |

The Impact of OneTeam for Kenya

Learn how the $500,000 raised through the OneTeam for Kenya campaign is impacting our global community.

March 28, 2023 |

Honoring Women’s History by Investing in Our Future

Learn about how our recent Community Impact Circle brought together budding and seasoned philanthropists with a shared interest in promoting equity and justice…

March 28, 2023 |

The Overlooked Factor in Bond Returns

Comparing cost basis to current value is not indicative of total return. Some key information is missing from the equation.

March 27, 2023 |

FAQ: Washington State Capital Gains Tax

The new tax, which goes into effect on January 1, 2022, has a rate of 7 percent on an individual’s Washington capital gains.

March 13, 2023 |

In the Wake of Silicon Valley Bank’s Collapse: FAQs and Commentary

Our thoughts on the collapse of Silicon Valley Bank, it's implications on the banking sector, and the broader historical context.