Blog
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Understanding How Obamacare Affects Your Tax Return
I can feel the tax tension rising at work. Our clients’ tax preparation questionnaires are flowing in, and we’ve started planning how to ensure we have everything done by the… -
Why You Should Play the Lottery
The Powerball jackpot reached $500 million this week and my guess is you weren’t one of the three tickets that won. But that doesn’t mean that you should feel like… -
Four Takeaways from Alabama’s Marriage Equality Case
More exciting marriage equality news out of the Supreme Court yesterday. The Court denied Alabama’s request to stay same-sex marriages that were to begin on Monday due to the January… -
My Love Letter to Suze Orman
Many of you have likely heard that Suze Orman will end her show on CNBC on March 28th. Those that know me, tease me about my love for her. In… -
What is an ETF?
Last week I took a mutual fund class to finish up my CFP® Continuing Education requirement. While reading over the materials, I realized that I’ve never talked about ETFs on… -
A Guide to Government Agencies and Your Federal Marriage Rights
With all of the recent buzz around gay marriage and the prospect of full marriage equality this year, I wanted to repost my guide to federal marriage rights to highlight… -
What I’ve Learned from Being in The New York Times
This past weekend, my husband and I had the incredible honor of having our story told in The New York Times. The loving responses from our family, friends, and even… -
Is it Time For Full Marriage Equality?
Huge news out of the Supreme Court on Friday. It has agreed to take on the constitutionality of same-sex marriage bans. And with its decision, the Court could establish full… -
The Secret to Getting Around Roth IRA Income Limits
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?
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
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
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… -
Happy Holidays from Brian Thompson Financial!
On our way down South for Christmas. I want to wish you all a happy and fun-filled holiday. I’m so grateful for your readership.