Blog | Page 3 of 45 | Brighton Jones Wealth Management

August 18, 2025 |

Rollover Equity Isn’t Just an Investment—It’s a Bet

Before agreeing to rollover equity in a buyout, weigh the risks, liquidity, tax impact, and control. See how it serves your next chapter.

August 11, 2025 |

Manage your IPO windfall by reducing risk, protecting your family, and aligning your wealth with what matters most.

August 04, 2025 |

The IPO is done, but your IPO lockup period is not. Manage tax exposure, reporting rules, and charitable giving before the window opens.

July 31, 2025 |

Undergo pre-IPO planning to evaluate equity, reduce tax exposure, and build a smart strategy for long-term wealth.

July 28, 2025 |

A 403b rollover to a 401(k) may lower fees, boost employer match, and streamline your savings. Here's why it often makes sense.

July 24, 2025 |

Grad school can be the perfect time for a Roth conversion. Leverage a low tax year to set up decades of tax-free growth.

July 21, 2025 |

Divorce doesn't directly impact your credit score, but joint debt and missed payments can. Protect your credit during and after divorce.

July 17, 2025 |

Protect your credit score during divorce with actionable strategies for managing and dividing joint debt effectively.

July 14, 2025 |

The One Big Beautiful Bill is now law. Here's what it could mean for you — and how you can respond with strategy…