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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.
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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.
Corporate Transparency Act (CTA) Requirements
Feb 27, 2024 | 4 min read
Corporate Transparency Act (CTA) Requirements
With the Corporate Transparency Act (CTA) effective January 1, 2024, applicable entities must meet their reporting obligations.
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Property and Casualty Insurance Deserts
Feb 22, 2024 | 5 min read
Property and Casualty Insurance Deserts
What can you do when the property and casualty insurance coverage you need isn’t offered in the place where you live?
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Strategies for Minimizing Capital Gains Taxes
Feb 16, 2024 | 8 min read
Strategies for Minimizing Capital Gains Taxes
Minimizing capital gains taxes on the profits from selling assets like stocks, bonds, or real estate optimizes investment returns.
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