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Tag: what you need to know

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  • What You Need to Know About Taking Social Security

    Tax | 06.23

    I’ve been on a marriage kick lately in anticipation of the Obergefell decision coming out very soon. And when I reviewed my prior posts on the financial advantages of getting…
  • What You Need to Know About Investing in a Taxable Account

    Investing | 05.15

    My friend’s experience purchasing life insurance really struck a nerve with me. It seems very deceptive to 1) compare the returns of a taxable account with a tax-deferred account when…
  • What You Need to Know About the Tax Consequences of Selling a Rental Property

    Tax | 08.27

    On Monday, I advised a reader that she should keep her rental property that provides positive net rental income and is creating equity without cash from her and her husband.…
  • What You Need to Know About Investing in a Taxable Account

    Investing | 05.07

    Hey all! Sorry I’ve been away for a little bit. Ben and I were in Germany celebrating my brother’s wedding! I thought I would have been able to get a…
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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.