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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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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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2025 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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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.
Do I Need a Financial Advisor?
May 19, 2025 | 5 min read
Do I Need a Financial Advisor?
When you ask, "Do I need a financial advisor?" you are looking to do better with the things that you care most about.
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Top 5 Mistakes To Avoid in Digital Estate Planning
May 12, 2025 | 4 min read
Top 5 Mistakes To Avoid in Digital Estate Planning
Digital estate plan is part of your legacy. Don't let overlooked passwords, forgotten accounts, or legal oversights burden your loved ones.
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Inherited Stock: What To Do When Inheriting Trust-Held Stock
May 05, 2025 | 3 min read
Inherited Stock: What To Do When Inheriting Trust-Held Stock
Inherited stock value at the time of inheritance, how long it's held, and your tax bracket all influence IRS expects from you.
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