Be WELLthy Blog

Five Ways to Make 2026 Your Most Aligned Financial Year Yet

By Jesica Ray, CFP^®, CDFA^® | Jan 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 |

Maximize Your Employer Match

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

December 22, 2025 |

Maximize Your HSA: Tax-Free Medical Reimbursements

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 |

Grow a Spousal IRA Together, Even on One Income

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 |

7 Truths for Raising Financially Confident Kids

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

December 10, 2025 |

Arizona Tax Credits for High-Income Earners

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

December 08, 2025 |

RSU Taxes: Hit Safe Harbor Early and Keep Your Money Working

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

December 03, 2025 |

Navigating New 401(k) Catch-Up Contribution Rules

The 401(k) is one of the easiest ways to build retirement wealth, but starting in 2026, high earners must make catch-ups to a…

December 01, 2025 |

Why Rising Stock Prices Can Lead to RSU Underwithholding

Rising stock prices can leave RSU underwithholding behind. Learn the steps that may help you stay ahead of unexpected tax bills.

November 24, 2025 |

Support Charitable Giving With RSUs and DAFs

Learn how donating appreciated RSUs to a donor-advised fund may offer tax advantages, support charitable goals, and help redirect concentrated equity.