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Tag: retirement

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  • The Best Retirement Plans for Small Businesses

    Business Planning | 07.16

    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…
  • How to Deal With Changes to Your 401k

    Investing | 05.04

    My firm is going through a bit of transition at the moment.  As one of the many changes that are coming, all employees just received notice that the company will…
  • Five Essential Questions to Ask When Planning Your Retirement

    Investing | 03.15

    Many of the most common questions that I get from young, married couples concern how to save for retirement. Saving for retirement, like getting married, seems like an adult thing…
  • The Secret to Getting Around Roth IRA Income Limits

    Investing | 01.16

    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?

    Investing | 01.13

    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

    Business Planning | 01.09

    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

    Investing | 01.06

    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…
  • Reader Question: What do I do if I can’t benefit from a Traditional or Roth IRA?

    Investing | 04.30

    I love getting reader questions. And I had a fantastic one over the weekend:  “If one’s AGI is above the threshold for contribution to Roth IRA and for deduction of…
  • Retirement 101: Will I have enough?

    Investing | 12.13

    So this question presents the ultimate dilemma: will you have enough to retire and live the type of lifestyle that you want? A lot of us will answer “no” to…
  • Retirement 101: Roth Contributions vs. Regular Contributions

    Investing | 12.12

    I want to go back to a pretty important concept regarding the savings vehicles I have covered. I mentioned that you can choose accounts that allow you to contribute pre-tax…
  • Retirement 101: Small Business Defined Contribution Plans

    Investing | 12.11

    Now that you know about the bigger defined contribution plans, I want to focus on three specific accounts for small businesses with employees: the SEP IRA, SIMPLE IRA, and SIMPLE…
  • Retirement 101: The Most Common Defined Contribution Plans

    Investing | 12.10

    Yesterday, I covered the difference between a defined benefit plan and a defined contribution plan. Today, I explore the basics of the most common types of defined contribution plans.  As…
  • Five Foundational Elements of a Financial Plan

    Estate Planning | 11.18

    Now that I’ve finally discussed insurance planning, I have touched on all of the foundational elements of a comprehensive financial plan. And since I have scattered my choice of money…
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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.