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Webinars

Our series of interactive and on-demand events covers topics to help you master
the world of personal finance.
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Guides & Resources

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.
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How We Invest and Why
The Thinking Behind Every Brighton Jones Portfolio
This guide explores a different starting point: your life. The goals you hope to achieve, the people you care about, the commitments you've made,…
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Raising Financially Savvy Kids: The Brighton Jones Guidebook for Parents
Teaching kids about money doesn't require perfect timing or expertise—just consistency and intention.
This guidebook walks you through foundational principles and provides practical, age-appropriate strategies to help your children develop confidence with money.
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2026 Tax Planning Guide
Take a step back to examine your goals, tax patterns, and earning situation.
Find the information needed to calculate your 2026 tax year liability, including the relevant tax schedules and context to help you understand what’s changed.
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Executive Compensation: Proactive Tax Planning to Maximize Your Wealth
Understanding your compensation package.
Your executive compensation is more than just a salary. This guide will help you optimize your total compensation package to reduce tax liabilities and…
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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.
How an Inheritance Changes Your Retirement Plan (and Your Tax Plan)
Nov 12, 2026 | 13 min read
How an Inheritance Changes Your Retirement Plan (and Your Tax Plan)
Most people expect inheritance retirement planning to simplify life. For the first few years, it often does the opposite.
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Inheritance Tax Planning: The Tax Surprises For Heirs
Nov 09, 2026 | 13 min read
Inheritance Tax Planning: The Tax Surprises For Heirs
Inheritance tax planning starts with a pause. Dan Moore, CFP®, explains the IRA, basis and trust rules heirs miss, plus two early deadlines.
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Financial Planning After Divorce: Protecting Your Lifestyle and Legacy
Nov 05, 2026 | 11 min read
Financial Planning After Divorce: Protecting Your Lifestyle and Legacy
The 10-year clock on inherited IRAs affects your retirement, tax plan, and how you sequence withdrawals with Roth conversions.
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