The IRS, Your Irrevocable Trust, and You: Why Your Kids Might Say Thank You!

Wellthi warriors, gather around for a story more twisty than your last TikTok dance trend. It’s about the tax boogeyman – IRS and its March ruling that has rocked the world of estate planning. So, you’re thinking, “Trust? Isn’t that what my last ex had issues with?” Nope, not today! We’re talking about irrevocable trusts. […]

Break Free From Financial Trauma: Your Guide to a Healthier Money Mindset 

Hey there, beautiful savers! Let’s dive into a topic that’s becoming ever more important in our lives: financial trauma. Ever felt uneasy, anxious, or stressed about money matters? You’re not alone! A staggering 42% of U.S. adults have reported that money negatively impacts their mental health. We at Wellthi want to help you establish a […]

Harnessing Joyful Spending: The New-Age Financial Freedom Mantra

Gone are the days when frugality was seen as the only ticket to financial independence. As our supportive buddy Ramit Sethi (of the “I Will Teach You To Be Rich” fame) would say, there’s more to building wealth than counting every penny. This insight comes from a candid chat between Sethi and Mindy and Carl, […]

Trust Funds: Your Child’s Golden Ticket to a Secure Financial Future?

Hey there, Wellthi wonder-people! 🌟 Ask Wellthi here, it’s like having a Baby Yoda in your pocket, using the force to guide you through the galaxy of personal finance! Today, let’s dive into a question that keeps many of you awesome parents up at night: Are trusts a good way to secure your child’s financial […]