Be WELLthy Blog

A Roadmap for Launching a Successful Financial Plan

By Matt Mormino, CFP^® | Oct 29, 2023 |

Whether saving for retirement or wanting to make smart decisions with your money, create a financial plan to help achieve your goals.

October 11, 2023 |

CDs vs. Treasuries: Which Makes Sense – When and Why?

Learn the differences between Treasuries and CDs, and our approach to leveraging them within a portfolio.

October 03, 2023 |

Pension Protection Act: Fund Long-Term Care with an Annuity

Learn how to use PPA-compliant annuities make distributions tax-free for qualified long-term care expenses.

October 03, 2023 |

2023 Summer Interns Share Their Pathways and Impact

From feeling empowered to act and supported to learn, our interns thrive in Brighton Jones's unique culture.

October 02, 2023 |

A College Decision Guide for Your Child

Without sitting down and having a constructive discussion with your child, chances are that they will not make informed decisions regarding their future.

October 01, 2023 |

Are You Ready to Retire?

How do you know when you’re truly ready to retire—not just financially, but also physically, mentally, and emotionally? It’s not just about age.

October 01, 2023 |

Car Shopping? Solving the Lease vs. Buy Conundrum

While there is no perfect answer, sorting out factors related to cost and personal preferences can help you make a decision that works…

September 29, 2023 |

Five Financial Steps for the Newly Single

Consciously uncoupling a shared financial life will fix you up for a more secure financial future.

September 13, 2023 |

Five Exit Planning Steps for Small Business Owners

The day may come when you are ready to leave your business and cash out on your hard work. However, a successful exit…

September 10, 2023 |

1031 Exchange: A Guide to Successful Real Estate Transactions

A 1031 exchange allows investors to exchange similar properties without paying capital gains tax on the profits of the sale.