Be WELLthy Blog

Joint Life Insurance: A Shared Financial Safeguard

By Katy McDonald, CFP^® | Jan 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 |

We all pick up little bits of “financial wisdom” over the years and treat them as absolute truth. Until someone says something that…

December 15, 2025 |

Discover seven practical truths to raising financially confident kids to be thoughtful stewards of wealth.

December 10, 2025 |

Arizona tax credits let taxpayers redirect part of their state income tax to eligible schools, nonprofits, and community organizations.

December 08, 2025 |

RSU taxes can create unexpected bills. Meeting safe harbor early may reduce penalties and make your cash flow more predictable.