Another tax season in the books. If you’re like me, you take a huge sigh of relief when tax season is over. Both deadlines create an enormous amount of stress…
The deadline is here! Thursday is the last day to file your 2014 tax return. We have our final push in the office this week, with clients feverishly trying to…
On Tuesday I mentioned that married couples have a distinct advantage when it comes to saving for retirement. Yet most couples I meet with haven’t maximized their opportunities because they…
I love advising sessions with clients. Recently, I’ve had few with couples that have had the same issue: how to plan for retirement with a spouse. The couples that I…
I can guarantee that you’ve seen this title or something similar before. So sorry for not being original today. But these types of posts are some of my favorites because…
This week marks the 2nd birthday of my blog! I’m so proud of how Brian Thompson Financial has grown since that first post about finding my voice. This last year…
I often hear phrases like “follow your passion” and “If you do what you love, you’ll never work a day in your life.” While these are great pieces of advice,…
We had a big departure at our firm recently. An enrolled agent that had been with the company for 10 years and was integral in the firm’s success decided it…
On Tuesday, I covered the importance of filing your income tax return on time to avoid the failure-to-file penalty. This could mean filing a return on which you owe but…
I hope you all enjoyed your Labor Day weekend. Ben and I traveled through Indiana to spend quality time with some friends. We also splurged a little bit and stayed…
On Tuesday, I highlighted three ways that you could get rid of your student loans without paying them. While it may feel great to have that burden behind you, you…