Be WELLthy Blog

How Do Colleges Determine Financial Need?

By Brett Carolan, CFP^® | Jun 15, 2023 |

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.

February 28, 2023 |

Qualified Charitable Distributions (QCDs): What, When, Why

Learn how making charitable donations through a QCD can positively impact your IRA withdrawal strategy.

February 23, 2023 |

457 Plans: Key Differences

Learn the differences between 457 plans and how they can be integrated into your broader financial picture.