For the past 20 years, November has been recognized as National Adoption Month. The month is used to promote awareness of the need for adoptive families for children in foster…
In all of this talk about inequality and discrimination, I wanted to highlight how marriage equality has recently helped level the playing field. The right to marry the person you…
Over the weekend, a friend tweeted me about an interesting website called Gay Money: The Truth About Lesbian and Gay Economics. It purports to summarize “all the research on lesbian…
On Tuesday, I offered some practical tips when planning your wedding. But before your big day, it’s also essential to prepare for your financial future as a couple. The most…
Ben and I had friends over for dinner on Saturday, and one of the topics of conversation during the evening was their upcoming wedding. They have been together for six…
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…