Brandon Opre, CFP®

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

[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:

[Brandon Opre, CFP® @TrustTreeFin]

Filing taxes may be "routine", but it's important to stay on top of annual changes. Here are some opportunities to keep an eye out for this season:

https://t.co/wloKVjGqza

[Brandon Opre, CFP® @TrustTreeFin]

CHART OF THE WEEK:
Headlines may be overstating institutional ownership of houses. As of June 2025, most homeowners are people who have one home, and 98%+ are those who own less than 10 homes.

[Brandon Opre, CFP® @TrustTreeFin]

CHART OF THE WEEK:
The migration patterns that started during COVID have continued on (with trends going towards states with lower taxes and lower cost of living).

[Brandon Opre, CFP® @TrustTreeFin]

CHART OF THE WEEK: Looks a little lonely out there...

[Brandon Opre, CFP® @TrustTreeFin]

Talking to our family about money isn't always easy, yet those conversations are super important! It's best to have a plan and understand each other's expectations, responsibilities, and values. Here's some guidance on how to have those convos...

https://t.co/r2r0otswMo

[Brandon Opre, CFP® @TrustTreeFin]

Updating...

[Brandon Opre, CFP® @TrustTreeFin]

The IRS has announced new contribution limits for retirement accounts. It's occasionally updated to account for inflation and cost-of-living increases. Since these accounts offer a great tax advantage, the IRS limits how much you’re allowed to put in them.

Take advantage!

[Brandon Opre, CFP® @TrustTreeFin]

If you are the type that needs a little inspiration to help be more successful financially, consider these 5 not-so-common resolutions for the new year!

https://t.co/GvmGCPoJEB

[Brandon Opre, CFP® @TrustTreeFin]

STAT OF THE WEEK: The S&P 500 just completed one of its best three-year runs ever, rising around 80% from the start of 2023 through the end of 2025.

[Brandon Opre, CFP® @TrustTreeFin]

CHART OF THE WEEK:
A few weeks left in the year, but what a turnaround