Be WELLthy Blog

Buying a Second Home: Financial Planning Beyond Price

By Dan Moore, CFP^® | Apr 13, 2026 |

Thinking about buying a second home? Explores the real costs, liquidity trade-offs, and wealth alignment decisions most buyers miss.

April 10, 2026 |

Our Q1 2026 investment update reviews performance, answers client questions, and highlights key market themes.

April 06, 2026 |

A personal story about retirement planning, vocational freedom, and aligning career, family, and purpose when deciding when to step away.

March 30, 2026 |

Washington’s new tax law prompts a review of your timeline, giving strategy, trust structures, and income mix.

March 23, 2026 |

Your down payment isn't just about the house. Deciding how much to put down is about everything else you're trying to fund.

March 16, 2026 |

A move for taxes alone misses the point. Explore the geography of wealth—how life priorities, taxes, and timing shape relocation decisions.

March 09, 2026 |

Align your wealth with your values. Invest with impact to support your long-term goals while reflecting your values.

March 02, 2026 |

One of the most common questions I hear from clients is: ‘How can I maximize the impact of my charitable giving?’ #HalfMyDAF offers…

February 23, 2026 |

Moving abroad? Learn how to plan for estate, taxes, and investments across borders to avoid surprises and keep your financial life on track.

February 17, 2026 |

When a dual-income becomes one-income, protect wealth, and retain financial confidence with guidance from experienced advisors.