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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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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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2025 Tax Planning Guide
Find the information needed to calculate your 2025 tax year liability, including the relevant tax schedules and context to help you understand what’s changed.
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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.
Trump Accounts: What Families Need to Know Before July 4
May 29, 2026 | 8 min read
Trump Accounts: What Families Need to Know Before July 4
Trump Accounts (Section 530A) open July 4. What families need to know about eligibility, the $1,000 federal seed, and how they fit your plan.
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Brighton Jones Expands to Ohio With the Addition of Mitchell Kotheimer, Lead Advisor
May 19, 2026 | 3 min read
Brighton Jones Expands to Ohio With the Addition of Mitchell Kotheimer, Lead Advisor
Brighton Jones expands to Cleveland, bringing its Personal CFO approach to Ohio with lead advisor Mitchell Kotheimer.
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The Hidden Costs of Moving to a Low‑Tax State
May 14, 2026 | 8 min read
The Hidden Costs of Moving to a Low‑Tax State
Tax relocation decisions from California, New York or Washington require more than tax rate math. Domicile change models are imperfect.
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