Secure Tomorrow, Today: Navigating Estate Planning
Estate planning forces individuals to acknowledge their own mortality and can oftentimes lead to uncomfortable topics
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Brian Rellihan, CFP®, EA, MBA
Apr 153 min read
Trading the Landlord Hat for Tax Benefits: 721 vs. 1031 (alone) Exchanges Explained
tax advantages of 721 exchanges for investors seeking relief from landlord duties, compare them to 1031 exchanges
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Brian Rellihan, CFP®, EA, MBA
Dec 27, 20233 min read
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...
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Brian Rellihan, CFP®, EA, MBA
Oct 16, 20233 min read
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...
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Brian Rellihan, CFP®, EA, MBA
Aug 13, 20233 min read
Understanding Tax Services: Individual Tax Return Preparation vs. Tax Planning
Tax planning as it's an integral part of comprehensive financial planning.
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