Be WELLthy Blog

Income Planning: A Cash Needs Approach

By Katy McDonald, CFP^® | May 04, 2024 |

Income planning requires more fuel than hope to become a reality. A cash-needs approach must align with your broader financial objectives.

May 02, 2024 |

Planning for early retirement to pursue your dreams is an excellent motivator but making it a reality requires purposeful steps.

April 29, 2024 |

Basic estate planning goes beyond just signing papers—solidify your estate plan to ensure its effectiveness.

April 23, 2024 |

Credit card reward programs in your inbox can give you a headache. You have credit card reward travel questions; we've got answers.

April 23, 2024 |

An Employee Stock Purchase Plan (ESPP) is a popular employee benefit. Understand the rules and restrictions to reap the full benefits.

April 22, 2024 |

Discover how to manage concentrated stock positions effectively. Assess risk, diversify, and consider tax implications for a balanced portfolio.

April 16, 2024 |

Equity compensation is a valuable tool that many companies use to attract and retain top talent.

April 15, 2024 |

An estate plan clarifies and protects your ability to prioritize relationships and create the legacy you want.

April 11, 2024 |

Probate is often described as something to avoid in California without any further explanation of the reasons why. Let's unpack the "why."

April 10, 2024 |

Assess risk and determine the most appropriate insurance coverage to protect your financial well-being through group or private coverage.