Insights

Webinars

Our series of interactive and on-demand events covers topics to help you master
the world of personal finance.
The 2025 Giving Game
The 2025 Giving Game
December 4, 2025 | 12:00 pm - 1:00 pm PT
Join Brighton Jones’ annual Giving Game—our signature celebration of generosity, community, and impact.
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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.
RSU Taxes: Hit Safe Harbor Early and Keep Your Money Working
Dec 08, 2025 | 4 min read
RSU Taxes: Hit Safe Harbor Early and Keep Your Money Working
RSU taxes can create unexpected bills. Meeting safe harbor early may reduce penalties and make your cash flow more predictable.
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Navigating New 401(k) Catch-Up Contribution Rules
Dec 03, 2025 | 5 min read
Navigating New 401(k) Catch-Up Contribution Rules
The 401(k) is one of the easiest ways to build retirement wealth, but starting in 2026, high earners must make catch-ups to a Roth.
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Why Rising Stock Prices Can Lead to RSU Underwithholding
Dec 01, 2025 | 6 min read
Why Rising Stock Prices Can Lead to RSU Underwithholding
Rising stock prices can leave RSU withholding behind. Learn the steps that may help you stay ahead of unexpected tax bills.
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