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"Global Crypto Adoption on the Rise, Including Growing Acceptance in the U.S."
President Donald Trump has signed an executive order establishing a "Strategic Bitcoin Reserve" and a broader "U.S. Digital Asset Stockpile.
Brian Rellihan, CFP®, EA, MBA
Mar 72 min read
13 views


Investing in AI Companies through Retirement Plans: A Future-Focused Strategy
AI stocks, etfs, and mutual funds in brokerage and retirement accounts.
Brian Rellihan, CFP®, EA, MBA
Feb 74 min read
7 views


Secure Tomorrow, Today: Navigating Estate Planning
Estate planning forces individuals to acknowledge their own mortality and can oftentimes lead to uncomfortable topics
Brian Rellihan, CFP®, EA, MBA
May 28, 20244 min read
42 views


Crafting Financial Resolutions for a Prosperous New Year
As we usher in a new year, it's an opportune time to reflect on our financial habits and set resolutions that can pave the way for a more...
Brian Rellihan, CFP®, EA, MBA
Dec 27, 20233 min read
17 views
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Max Your Retirement: A Guide to Funding a Solo 401(k)
As a self-employed individual, you have the unique opportunity to take control of your retirement savings through a Solo 401(k) plan....
Brian Rellihan, CFP®, EA, MBA
Nov 11, 20232 min read
15 views
0 comments


Benefits Are Up: Taxation of Social Security Benefits
Per SSA.gov, the Social Security and Supplemental Security Income (SSI) benefits for more than 71 million Americans will increase 3.2...
Brian Rellihan, CFP®, EA, MBA
Oct 16, 20233 min read
10 views
0 comments


Navigating Medicare: Advanced Income Planning Can Shield Premium Surges
In the ever-evolving landscape of personal finance, one of the critical aspects that high net worth individuals must navigate is the...
Brian Rellihan, CFP®, EA, MBA
Sep 10, 20233 min read
41 views
0 comments


The Upside of Down Markets: Understanding Tax Loss Harvesting
This article delves into the intricacies of tax loss harvesting, its advantages, and the rules that govern its application
Brian Rellihan, CFP®, EA, MBA
Aug 25, 20233 min read
21 views


Understanding Tax Services: Individual Tax Return Preparation vs. Tax Planning
Tax planning as it's an integral part of comprehensive financial planning.
Brian Rellihan, CFP®, EA, MBA
Aug 13, 20233 min read
26 views


2022 Outlook: Mid Cycle to Persist, but Goldilocks May Have Left the Building
https://institutional.fidelity.com/app/literature/item/9904758.html
Fidelity Instiutional
Jan 26, 20221 min read
9 views
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