Be Wellthy Blog

A College Decision Guide for Your Child

By Brett Carolan, CFP^® | Oct 02, 2023 |

Without sitting down and having a constructive discussion with your child, chances are that they will not make informed decisions regarding their future.

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.

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…

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.

September 13, 2023 |

Five Exit Planning Steps for Small Business Owners

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

September 10, 2023 |

1031 Exchange: A Guide to Successful Real Estate Transactions

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

September 01, 2023 |

2023 Year-End Tax Planning Checklist

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 |

Eldercare Essentials: How, What, and Why

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 |

529 Plans by State

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

August 16, 2023 |

Exercising Incentive Stock Options? What You Need to Know About the Alternative Minimum Tax

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