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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.
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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.
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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.
“We Won’t Be That Couple”: The Reality of Finances in Marriage
Jun 30, 2025 | 4 min read
“We Won’t Be That Couple”: The Reality of Finances in Marriage
Love is blind, but marriage reads the fine print. Here’s how couples make finances work — without losing the romance or the receipts.
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Estate and Capital Gains Taxes in Washington State
Jun 23, 2025 | 3 min read
Estate and Capital Gains Taxes in Washington State
Washington State has raised capital gains and estate taxes. Here's what's changing — and how to plan with intention.
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Seattle’s New Mindset: From Wealth Accumulation to Wealth Alignment
Jun 16, 2025 | 7 min read
Seattle’s New Mindset: From Wealth Accumulation to Wealth Alignment
Seattle's rising wealth is driving a shift from accumulation to value-based investing and wealth alignment with what matters most.
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