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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
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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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