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Be Wellthy Blog

Amazon Employees: Tax Implications of Restricted Stock Units (RSUs)

May 25, 2022 |

Remember that Amazon RSUs are taxed at vesting—not at exercise. This is a common misconception because stock options are taxed only when they are exercised.

May 24, 2022 |

Why Savvy Investors Avoid the Temptation of Trends

Thematic investing—whether it’s in the newest company public offering or in some new sector of the market or some new technology—isn’t all it’s…

May 23, 2022 |

Climate-Tech Nonprofit Shares Business Skills for Good

Brighton Jones' PNW Environment Community Impact Circle and VertueLab aim to address clean water, climate justice, and more.

May 20, 2022 |

Amazon Employee Benefits: An Overview of Disability Insurance

Amazon corporate employees working more than 30 hours per week are eligible for both short-term and long-term disability coverage at no additional cost.

May 16, 2022 |

How to Compare Financial Advisor Fees

Learn whether flat fee or AUM-based models make more sense for the value you’re trying to get from your advisor.

May 13, 2022 |

What to Expect When You’re Expecting Returns

Portfolio diversification among and within asset classes can neutralize the unpredictable fortunes of individual companies, sectors, countries, and asset types.

May 09, 2022 |

Budgeting Exercises to Help your Kids Develop Smart Money Skills

“We all want to raise our children with good values—children who are the opposite of spoiled—yet, we often neglect to talk to our…

May 03, 2022 |

Defined Benefit Plans turn Your Savings into a Pension-Type Retirement

Before defined contribution plans such as 401(k)s became the favorite, defined benefit plans were the preferred retirement savings choice for employers.

April 21, 2022 |

How You can Help Teens Make Better Life and Money Choices

You’re invited to join Brighton Jones and CHOICES Education Group in volunteering to help boost financial literacy among middle school students.

April 19, 2022 |

Understanding the 1031 Exchange

How to save on taxes when selling investment properties with the 1031 Exchange, also known as a Like-Kind Exchange.