Be WELLthy Blog

Rethinking Timing in Wealth Transfer

By Joe Volcheck, CFP^® | Feb 09, 2026 |

Explore how intentional wealth use—from intra life giving to purposeful legacy and charitable planning—creates meaningful impact today.

February 02, 2026 |

Next-generation investors are looking to flexibility, values, and financial autonomy to realize meaningful life choices.

January 26, 2026 |

Protect your wealth from hidden risks. Learn five smart ways to close insurance gaps, strengthen coverage, and avoid costly surprises.

January 20, 2026 |

Joint life insurance plays a significant role in financial planning, offering a safety net for your loved ones.

January 12, 2026 |

Preparing the next generation for wealth requires communication, intention, and gradual learning—not surprise “trust reveal” moments.

January 07, 2026 |

Our Q4 2025 investment update reviews performance, answers client questions, and highlights key market themes.

January 05, 2026 |

Make 2026 your most intentional financial year with five meaningful steps to align your money, values, and long-term goals.

December 29, 2025 |

Make the most of your retirement plan’s employer match and take steps that may support long-term retirement savings.

December 22, 2025 |

An HSA isn’t just for today’s medical bills. Maximize your HSA with tax-free growth, flexible reimbursements, and long-term planning.

December 17, 2025 |

Spousal IRAs enable couples to double their retirement contributions and support long-term financial security.