On Friday, I asked a client for some additional documents so I could prepare for an upcoming meeting. He said he’d get to it soon, but not before Monday.  He…

Hey all, Sorry it’s been a few sporadic weeks for my posts. September and October are conference season for us financial advisors. So I’ve spent three of the last four…

It’s hard for me to believe, but my firm, Brian Thompson Financial, turned two this week! Year two was filled with excitement and some much-appreciated industry recognition for me and…

All this month, we’ve celebrated Pride. As the month comes to an end, I want you all to take stock of what you’ve accomplished already and let this good feeling…

Everybody knows the LGBTQ community — and especially gay men — are affluent, right?  They all live in them most expensive cities, dress nicely and go on fabulous vacations. Well,…

Three years ago, Obergefell vs. Hodges upended financial planning for LGBTQ couples, legalizing same sex marriage throughout the United States for the first time ever.  It was a momentous change,…

Happy Pride! June is LGBT Pride Month across the country. I love this time of year — the Pride parties, parades and the overall good energy as people celebrate the…