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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
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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
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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
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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
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