Insights

Guides & Resources

Explore white papers and our full library company-specific benefits explainers. This is our team’s best thinking on major planning topics.
New to investing? Start here.
Our go-to resources for everyone interested in investing. We believe unibased truths and clearly definined principles are the bedrock of smart decisions.
Raising Financially Savvy Kids: The Brighton Jones Guidebook for Parents
Teaching kids about money doesn't require perfect timing or expertise—just consistency and intention.
This guidebook walks you through foundational principles and provides practical, age-appropriate strategies to help your children develop confidence with money.
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2026 Tax Planning Guide
Take a step back to examine your goals, tax patterns, and earning situation.
Find the information needed to calculate your 2025 tax year liability, including the relevant tax schedules and context to help you understand what’s changed.
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Executive Compensation: Proactive Tax Planning to Maximize Your Wealth
Understanding your compensation package.
Your executive compensation is more than just a salary. This guide will help you optimize your total compensation package to reduce tax liabilities and…
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Wealth Management Alpha
For those considering the services of a financial advisor, evaluating both cost and value is important. Learn how to weigh these components through the…
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Blog

Everything from entry-level explainers to deep dive advice across the full spectrum of personal finance, plus Brighton Jones news, interesting stories, and more.
Five Ways to Make 2026 Your Most Aligned Financial Year Yet
Jan 05, 2026 | 6 min read
Five Ways to Make 2026 Your Most Aligned Financial Year Yet
Make 2026 your most intentional financial year with five meaningful steps to align your money, values, and long-term goals.
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Maximize Your Employer Match
Dec 29, 2025 | 4 min read
Maximize Your Employer Match
Make the most of your retirement plan’s employer match and take steps that may support long-term retirement savings.
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Maximize Your HSA: Tax-Free Medical Reimbursements
Dec 22, 2025 | 4 min read
Maximize Your HSA: Tax-Free Medical Reimbursements
An HSA isn’t just for today’s medical bills. Maximize your HSA with tax-free growth, flexible reimbursements, and long-term planning.
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