Be WELLthy Blog

June 22, 2026 |

NUA: What to Know Before You Roll Over Company Stock

Company stock in your 401(k)? NUA could mean paying capital gains rates instead of ordinary income on decades of appreciation.

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June 16, 2026 |

Vocational Freedom & Retirement: One Advisor’s Story

Vocational Freedom is just the beginning. Here's how one financial advisor navigated the emotional and mental journey to retirement.

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June 15, 2026 |

The Giving Question Washington’s New Tax Is Really Asking

Washington's Millionaires' Tax includes a $100K deduction for Washington state charitable giving. Here's what it means.

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June 08, 2026 |

Should I Stay or Should I Go? A Framework for Thinking Clearly

Thinking about moving to a lower-tax state? Use this framework to weigh life and financial factors before making your decision.

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May 25, 2026 |

Trump Accounts: What Families Need to Know

Trump Accounts (Section 530A) open July 4. What families need to know about eligibility and the $1,000 federal seed.

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May 18, 2026 |

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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May 11, 2026 |

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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May 04, 2026 |

Does Cryptocurrency Offer a Tax Loss Harvesting Advantage Over Stocks?

Crypto tax loss harvesting may offer flexibility vs. stocks under current IRS rules. Learn how it fits into your tax strategy.

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April 27, 2026 |

When to Update Your Estate Plan: 5 Critical Life Events

Your estate plan needs updates after divorce, inheritance, moving states, or selling a business. Learn when to review it and what to change.

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