Be Wellthy Blog

Discover the tax advantages of a Charitable Remainder Trust and how they offer a strategic blend of philanthropy and financial planning.

Establishing a special needs trust can provide crucial financial protection and support for a loved ones future.

Intergenerational wealth builds family legacies. Achieve it with continuous generational financial management.

Build a foundation for marriage finances with expert tips from certified financial planners who've done it themselves.

If your employer is sending you notices regarding open enrollment, you must review your existing benefits and identify any needed changes.

Second home tax deductions are determined by whether the interest paid on additional mortgages is deductible.

With Tax Day behind you, focus on mid-year tax planning strategies—your next financial milestone toward a prosperous year-end.

Legal developments in Washington State have put the focus on “committed intimate relationships,” which affects financial planning for unmarried couples.

If illness or injury prevents you from earning an income, disability insurance can help protect your future and support your loved ones.