Be WELLthy Blog

Five Exit Planning Steps for Small Business Owners

By Tyler Harvey, CFP^® | Sep 13, 2023 |

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

September 10, 2023 |

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

September 01, 2023 |

With only weeks left in 2023, our team put together a year-end tax planning checklist to help lessen the burden in April 2024.

August 31, 2023 |

By laying the groundwork for our care preferences and making informed choices, we empower ourselves to navigate the later stages of life with…

August 29, 2023 |

Easily find the 529 college savings plans available by state, name, plan type, and tax impacts.

August 16, 2023 |

When determining when to exercise and sell your incentive stock options, you’ll want to be mindful of the alternative minimum tax.

July 29, 2023 |

Divorce signifies the next stage of your life. Your guide to this new phase has to include your financial plan.

July 28, 2023 |

Building your financial team takes time, inclination, and an eye for talent. Have these seven financial professionals available.

July 26, 2023 |

Learn what to look for to find the right financial advisor who can meet your needs.

July 24, 2023 |

Learn the seven key benefits of partnering with an experienced financial advisor.