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Our series of interactive and on-demand events covers topics to help you master
the world of personal finance.
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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.
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Our go-to resources for everyone interested in investing. We believe unibased truths and clearly definined principles are the bedrock of smart decisions.
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2024 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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10 Must-Dos to Take Advantage of Your Microsoft Benefits
Follow these recommendations to make the most of your employee benefits, including stock awards, 401(k) plan, charitable matching, and deferred compensation.
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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.
Tax Planning Strategies: A Mid-Year Tax Tune Up
Aug 12, 2024 | 6 min read
Tax Planning Strategies: A Mid-Year Tax Tune Up
With Tax Day behind you, focus on mid-year tax planning strategies—your next financial milestone toward a prosperous year-end.
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The Normalcy of Volatility
Aug 05, 2024 | 3 min read
The Normalcy of Volatility
The difference between success and failure generally lies in the execution of a plan and adherence to a process, particularly during periods of heightened…
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Gifting Money to Family: A Comprehensive Guide
Jul 24, 2024 | 6 min read
Gifting Money to Family: A Comprehensive Guide
When gifting money to your family, understand the various laws and regulations to ensure compliance with the tax system.
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