Brian Thompson Financial

  • About
  • Services
  • Process
  • Blog
  • Podcast
  • Search
  • Double Item
    • Client Portal
    • Make An Appointment

Category: Fundamentals

Categories

  • All
  • LGBTQ Finance
  • Business Planning
  • Estate Planning
  • Fundamentals
  • Insurance
  • Investing
  • Tax
  • Gratitude On My Birthday

    Fundamentals | 01.21

    Question of the Week Gratitude On My Birthday Hey all! Happy Friday. Today is a very special day for me. It’s my birthday! I love celebrating my birthday because I…
  • Your Year-End Checklist

    Fundamentals | 12.10

    Question of the Week Your Year-End Checklist Happy Friday, all! The end of 2022 is here. And for many of you, 2022 couldn’t come any sooner. So before we get…
  • What are you thankful for?

    Fundamentals | 11.26

    Question of the Week What are you thankful for? Happy Friday, all! And Happy Thanksgiving! I hope you have had a celebratory and connective holiday so far. I still love…
  • Why Credit Card Points Don’t Save You Money

    Fundamentals | 11.05

    Question of the Week Why Credit Card Points Don’t Save You Money Happy Friday, all! I had a great conversation with some clients this week that I wanted to share.…
  • Happy Self-Care Weekend!

    Fundamentals | 10.22

    Question of the Week Happy Self-Care Weekend! Happy Friday, everyone! With the income tax extension deadline last Friday, I talked to many stressed clients and was a bit stressed myself.…
  • Four Steps That Can Improve Any Situation

    Fundamentals | 09.24

    Question of the week Four Steps That Can Improve Any Situation As most of you know, I was visiting family earlier this month. I got to see my oldest niece,…
  • Living Your Passion

    Business Planning | 09.10

    Question of the Week Living Your Passion Happy Friday, all! After two weeks away, I’m happy to say I’m back safely and excited to be with you all again. I…
  • Focusing on Your Spending, Rather Than Your Earnings

    Fundamentals | 08.20

    Question of the Week Focusing on Your Spending, Rather Than Your Earnings Happy Friday, all! Admittedly, this Five-Minute Friday is somewhat selfish. Barring any last-minute Delta variant cancellations, I’m about…
  • A Reference Guide for Homebuyers

    Fundamentals | 08.06

    Question of the Week A Reference Guide for Homebuyers The housing market has been super hot since we’ve been coming out of the pandemic. I have several clients starting or…
  • How to Control Your Spending Without Tracking Every Penny

    Fundamentals | 07.23

    We all agree you shouldn’t spend more than you make.  You may intuitively feel that you’re wasting a lot of money on inessentials.  Yet the last thing you want to…
  • A Guide to Your Mid-Year Personal Finance Review

    Fundamentals | 07.09

    Question of the Week A Guide to Your Mid-Year Personal Finance Review Happy Friday, all! Last week I gave you a guide to your mid-year business review, and this week…
  • Systems and Self-Care

    Business Planning | 06.25

    Question of the Week Systems and Self-Care This week on the podcast, I chatted with Emlen Miles-Mattingly, the founder and CEO of Gen Next Wealth, a financial planning firm focused…
  • The Key to Closing the Racial Wealth Gap

    Fundamentals | 06.18

    Question of the Week The Key to Closing the Racial Wealth Gap Happy Friday, all! We had a historic week this week as Juneteenth became a federal holiday. Juneteenth (short…
Brian Thompson

Brian Thompson Financial

Connect

hello @ btfinancial.com

312 624 8320

Disclaimer

ADV Part 2a

BTF ©2022

Have Questions?

Stay Informed

Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the State of Illinois. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.