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Category: Fundamentals

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  • How can we keep our new habits going?

    Fundamentals | 01.24

    Question of the week How can we keep our new habits going? Hello, hello, hello! It’s that time again. Welcome to your Five-Minute Friday check in. This is our last…
  • How can we start new habits?

    Fundamentals | 01.17

    Happy Five-Minute Friday! We’re in our third week of creating good habits in 2020, and this week we focus on ways to make your new habits easy. And if you’re…
  • Building Healthy Habits in 2020 – Step 2

    Fundamentals | 01.10

    Question of the Week Happy Friday! It’s time for another Five-Minute Friday financial check-up. This time, we’ll continue a short series on building better habits for 2020, drawing on James…
  • What are some ways to build healthy habits for 2020?

    Fundamentals | 01.03

    Happy new year! I hope your 2020 is off to a great start. This year is your year! In this first installment of Five-Minute Fridays, we talk about building healthy…
  • Three Simple Habits That Will Help You Stick To Your 2020 Budget

    Fundamentals | 12.15

    It’s that time again! The end of the year (in fact the end of the decade!) is upon us, and a lot of us are starting to set goals for…
  • Preparing For The Upcoming Recession

    Fundamentals | 11.25

    The U.S. economy has now been growing for over ten years, the longest period of economic expansion in our history, but nothing lasts forever. Lately clients have been asking me…
  • 10 Questions Your Financial Advisor Should Ask You

    Fundamentals | 10.15

    Finding an advisor can be tough. A potential client told me the other day that he’d met with two other advisors besides me, and we’re all very different. People who go by…
  • The Top 10 Financial Planning Concerns for Unmarried Couples

    Fundamentals | 08.15

    Before marriage equality, LGBTQ planning lore was full of horror stories. There was the lifelong partner kicked out onto the street after his lover passed away.  A woman who had…
  • Four Steps That Can Improve Any Situation

    Fundamentals | 05.15

    My niece is the cutest human being on the planet. She just turned two, and she’s talking quite a bit. As the daughter of a British mom and an American…
  • 12 Financial Tasks for the 12 Months of 2019

    Fundamentals | 01.16

    I love the clean slate the New Year offers. None of us have messed up yet in 2019!  What a great feeling. But how do you keep that winning streak…
  • Your Year-End Checklist

    Fundamentals | 12.12

    I love a good checklist. I started the year with one to keep you on track, so it seems fitting to the end the year with one as well. Before…
  • Is Leasing a Car Right for You?

    Fundamentals | 12.05

    There are some personal finance debates that will be around forever: Should you by a home or rent?  Is term or permanent insurance a better deal? And here’s one that…
  • Test Yourself: Are You Ready To Be The Next Millionaire Next Door?

    Fundamentals | 11.14

    Originally appeared on Forbes.com When I first started learning about how money works, I read every money management book I could get my hands on. One of my favorites was…
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Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the States of Illinois and New York. 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.