Be Wellthy Blog

Brighton Jones Achieves B Corp Milestone in Mission To Transform Wealth Management

Feb 19, 2025 |

Our B Corp status underscores our commitment to building a future where prosperity and purpose go hand in hand.

February 10, 2025 |

Reacting to headlines has never been a sound investment strategy—and under the Trump administration, it has arguably been an even worse one.

January 27, 2025 |

Tax strategies for founders navigate unique challenges and opportunities, particularly in managing equity, stock options, and capital gains.

January 20, 2025 |

Tax optimization protects investment returns by integrating tax-efficient strategies into your financial plan.

January 15, 2025 |

In our 2024 Q4 investment update, we offer a snapshot of how investments have fared, tackle client FAQs, and look at hot topics.

January 13, 2025 |

Whether growing steadily or scaling rapidly, business exit planning includes knowing the signs it's time to act.

January 06, 2025 |

The tax benefits of real estate investing reduce taxable income and defer capital gains on an underlying appreciating asset.

December 02, 2024 |

If you cannot find a suitable health insurance plan on national or state-based exchanges, consider purchasing an individual health insurance plan.

November 25, 2024 |

With the frequency and intensity of natural disasters on the rise, learn how you can prepare for rising property insurance premiums.

November 18, 2024 |

Restricted stock units can be a powerful wealth-building tool, but they come with complexities in taxation, timing, and risk management.