Blog
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The Secret to Getting Around Roth IRA Income Limits
On Wednesday, I gave some options for a client who was over the Roth IRA income limits but had already contributed to his account. Despite the income limits to the… -
What Happens If You Contribute Too Much Money to Your IRA?
Can you feel it? Tax season is coming. I spent the majority of my workday yesterday organizing our preparation questionnaires so we can get to work shortly after the filing… -
The Best Retirement Plans for Small Businesses
On Tuesday, I gave some tips on improving your finances in 2015 by making simple changes to your retirement account. These solutions are also accessible to those of you who… -
Three Investing Goals that Should be at the Top of Your 2015 Resolutions
Happy Tuesday! I hope that you all had a wonderful holiday. The new year brings with it new resolutions. And if you’re like most people, improving your finances appears at… -
Happy Holidays from Brian Thompson Financial!
On our way down South for Christmas. I want to wish you all a happy and fun-filled holiday. I’m so grateful for your readership. -
The Four Most Important Costs to Compare When Choosing Health Insurance
On Tuesday, I reviewed the different types of health insurance plans offered in the marketplace. However, you need to pay particular attention to four important expenses when determining what plan… -
What You Should Know About Your Health Insurance
Happy Tuesday! We are heading into the homestretch of the holidays. I love this time of year – holiday parties, spending time with my family, and reflection on the year… -
The Tax Loophole that Can Provide Big Savings for Illinois Same-Sex Couples
I got a really interesting case last week that has shed some light on a little known rule for same-sex couples who get married in Illinois. Even more intriguing is… -
Three Guidelines for Picking a Great Financial Advisor
At the end of last week, my friend and advisee Shannon Downey paid off the first big loan in her debt snowball. Amid the many well deserved congratulations and praises… -
8 Simple Rules For Choosing Assets for Your Investment Portfolio
On Tuesday I reviewed John Bogle’s take on simple investing in his book Common Sense on Mutual Funds. He suggests purchasing low-cost, index funds and even thinks you can cover… -
Investing Is Simpler Than You Think
Happy Tuesday! I hope you all had a great holiday weekend. I certainly did. Part of what I love about having extra leisure time and a long car trip is… -
Five Things I’m Thankful For This Thanksgiving
Let me start by saying, I can’t believe it’s almost Thanksgiving. It seems like a few weeks ago that I was writing about resolutions for 2014. Now 2015 is on… -
What is an HSA and should I use it?
Happy Tuesday! I received another great reader question that couldn’t be more timely. With a lot of open enrollments going on right now (Healthcare.gov just opened over the weekend), the…