top of page
Search


Brian Rellihan, CFP®, EA, MBA
2 days ago2 min read
"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.
10 views


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


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


Brian Rellihan, CFP®, EA, MBA
Apr 15, 20243 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
100 views


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...
17 views
0 comments


Brian Rellihan, CFP®, EA, MBA
Nov 11, 20232 min read
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....
15 views
0 comments


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...
10 views
0 comments


Brian Rellihan, CFP®, EA, MBA
Sep 10, 20233 min read
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...
41 views
0 comments


Brian Rellihan, CFP®, EA, MBA
Aug 25, 20233 min read
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
21 views


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.
26 views


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