Brandon Opre, CFP®

Just a family man with a business. And 25+ yrs experience helping people work toward financial freedom.

[Brandon Opre, CFP® @TrustTreeFin]

As year-end approaches, financial wellness through informed financial planning becomes crucial. Consider some of these things to potentially help reduce federal income tax liability. https://t.co/MjuCJc8FB4

[Brandon Opre, CFP® @TrustTreeFin]

Financial wellness includes understanding how Social Security adjustments affect retirees. The 3.6% boost in 2027 marks a significant rise since 2023, emphasizing the importance of strategic financial planning for the future. https://t.co/mqLtYL5m70

[Brandon Opre, CFP® @TrustTreeFin]

Mailbag time! This question comes up often when asked how to help pay for a kid's tuition. Is home equity a possible solution? Here are my thoughts...
https://t.co/Ey9d7zlm1m

[Brandon Opre, CFP® @TrustTreeFin]

I just went to a dog show today with the family... and we have two dogs ourselves. This article resonates... https://t.co/smm1OIJaLE

[Brandon Opre, CFP® @TrustTreeFin]

Great article in the WSJ this morning, showing the effects of smoking on life insurance rates
https://t.co/GVnfGP4DN9

[Brandon Opre, CFP® @TrustTreeFin]

Embrace financial wellness by refining your financial planning strategies on 401(k) Day's milestone. Understanding your retirement plan helps you achieve long-term financial goals and security. https://t.co/KarnosgW2K

[Brandon Opre, CFP® @TrustTreeFin]

Much talk about providing energy for data centers; here's more proof of that.... https://t.co/aPojKWTvgS

[Brandon Opre, CFP® @TrustTreeFin]

Longer life expectancy impacts retirement planning. So, plan on living longer and get ahead of things now. https://t.co/f98HrhiqyZ

[Brandon Opre, CFP® @TrustTreeFin]

CHART OF THE WEEK: The US has 1 nuclear reactor under construction, but more will be expanding (it takes time!). The recent surge in energy demand is due to data center buildouts.

[Brandon Opre, CFP® @TrustTreeFin]

If you or someone in your family is wondering how the "no tax on tips" works, here's a brief rundown of what you need to know...

https://t.co/EEcWcoVQnw

[Brandon Opre, CFP® @TrustTreeFin]

Employees are figuring out ways to skip out on their jobs to watch soccer matches https://t.co/yYFtHwW9T8

[Brandon Opre, CFP® @TrustTreeFin]

It's all the buzz these days! https://t.co/VYBvW9EEWE

[Brandon Opre, CFP® @TrustTreeFin]

Great talking points about the new(er) 529-to-Roth option... https://t.co/biOh6PzTev

[Brandon Opre, CFP® @TrustTreeFin]

CHART OF THE WEEK: I find this concerning...

[Brandon Opre, CFP® @TrustTreeFin]

Balancing financial wellness and planning is crucial. Explore the evergreen benefits of tax credits like the child tax credit—designed as a per-child deduction to ease your tax burden while supporting effective financial strategies. https://t.co/16T0XA9JqL

[Brandon Opre, CFP® @TrustTreeFin]

CHART OF THE WEEK:

[Brandon Opre, CFP® @TrustTreeFin]

CHART OF THE WEEK:

[Brandon Opre, CFP® @TrustTreeFin]

No one likes to think about a time when they might not be able to make decisions for themselves, but planning for that possibility is essential. Make sure you have these 4 key documents in place...

https://t.co/6ivjtvJklv

[Brandon Opre, CFP® @TrustTreeFin]

I am often asked whether people should consolidate their many retirement accounts that have accumulated over the years. The answer is not always straightforward, but here I discuss some of the benefits and trade-offs of consolidating.

https://t.co/L6T1F77zCR

[Brandon Opre, CFP® @TrustTreeFin]

PICTURE OF THE WEEK: