Be WELLthy Blog

Navigating Your IPO Lockup Period

By Andrew Foray, CFP^® | Aug 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 |

Pre-IPO Planning: Ahead of Your Company’s IPO

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

July 28, 2025 |

How To Do a 403b Rollover to a 401(k), Correctly

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 |

Is a Roth Conversion During Graduate School the Right Move?

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 |

Does Divorce Show Up on a Credit Report? And Other FAQs

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 |

Credit Protection Strategies for Divorce

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

July 14, 2025 |

The New Tax Landscape Under the One Big Beautiful Bill Act

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

July 10, 2025 |

Summer Is the Perfect Time for a Financial Tune-Up

Budget smarter, spend with intention, and align your money with what matters most to live your richer life—this summer and beyond.

July 07, 2025 |

Questions To Ask Real Estate Agents

Ask the right questions before hiring a real estate agent—whether buying, selling, or both—to protect your time, money, and long-term financial goals.

July 03, 2025 |

Concentrated Stock Position Strategies

Discover how to manage concentrated stock positions effectively. Assess risk, diversify, and consider tax implications for a balanced portfolio.