Be WELLthy Blog

November 16, 2023 |

Exit Planning Tax Strategies: Maximizing Your Business Sale

The sale of a business marks a significant life transition. Learn how to set yourself up for success in your next chapter. 

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October 29, 2023 |

A Roadmap for Launching a Successful Financial Plan

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

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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.

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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.

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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.

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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.

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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.

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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…

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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.

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