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Explore white papers and our full library company-specific benefits explainers. This is our team’s best thinking on major planning topics.
New to investing? Start here.
Our go-to resources for everyone interested in investing. We believe unibased truths and clearly definined principles are the bedrock of smart decisions.
2024 Tax Planning Guide
Our latest tax planning guide includes key information on tax brackets, itemized deductions, and estate and gift tax limits.
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Wealth Management Alpha
For those considering the services of a financial advisor, evaluating both cost and value is important. Learn how to weigh these components through the…
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The Complete Guide to Financial Planning For Your Company’s IPO
When your company goes public, and you have any equity, it makes your financial planning more complex—or, as we like to think about it,…
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10 Must-Dos to Take Advantage of Your Microsoft Benefits
Follow these recommendations to make the most of your employee benefits, including stock awards, 401(k) plan, charitable matching, and deferred compensation.
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Blog

Everything from entry-level explainers to deep dive advice across the full spectrum of personal finance, plus Brighton Jones news, interesting stories, and more.
Tax Day 2024: Deduct The Stress
Mar 20, 2024 | 5 min read
Tax Day 2024: Deduct The Stress
The arrival of tax day often brings a wave of stress. Control the worry by taking charge of your tax season.
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Unwrapping the Gift Tax: A Guide to Annual and Lifetime Giving
Mar 18, 2024 | 4 min read
Unwrapping the Gift Tax: A Guide to Annual and Lifetime Giving
Many people have goals of transferring wealth during their lifetime—many do so by dispersing millions worth of gifts. But along with the gratitude you…
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Massachusetts Millionaire Tax: Mitigating the Impact
Mar 13, 2024 | 4 min read
Massachusetts Millionaire Tax: Mitigating the Impact
Massachusetts voters approved a surtax on residents whose annual income exceeds $1 million. What can you do to mitigate it?
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