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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.
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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2025 Tax Planning Guide
Our latest tax planning guide includes key information on tax brackets, itemized deductions, and estate and gift tax limits.
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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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The Complete Guide to Financial Planning For Your Company’s IPO
When your company goes public, and you have any equity, it makes your financial planning more complex—or, as we like to think about it,…
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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.
The Tax Implications of Nike RSUs
Mar 03, 2025 | 4 min read
The Tax Implications of Nike RSUs
Nike RSUs follow a vesting plan, where employees receive distributions of the RSU after meeting certain performance goals or company milestones.
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Can Family Mediation Prevent Estate Planning Disputes?
Feb 24, 2025 | 3 min read
Can Family Mediation Prevent Estate Planning Disputes?
Family mediation can resolve estate disputes with practical strategies to maintain harmony among siblings and protect relationships.
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Brighton Jones Achieves B Corp Milestone in Mission To Transform Wealth Management
Feb 19, 2025 | 4 min read
Brighton Jones Achieves B Corp Milestone in Mission To Transform Wealth Management
Our B Corp status underscores our commitment to building a future where prosperity and purpose go hand in hand.
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