Why Young People Need Financial Advisors
I recently read an article by Bruce Horovitz in the Washington Post about picking a financial advisor that really caught my interest. I agreed with a lot of it, especially…
Category: Fundamentals
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Three Crucial Considerations for Giving Tuesday
I hope you all had a wonderful Thanksgiving. We are in the thick of the holiday season. You’ve gotten through Black Friday and Cyber Monday, now it’s time for Giving… -
Gratitude Journal: Thanksgiving Edition
It’s that time of year again! I can’t believe Thanksgiving week and the frenzied holiday season are here already. I’ve highlighted how gratitude can help improve many aspects of you… -
How to Find the Right Financial Advisor
I can’t talk about holistic planning, without mentioning how to find the right advisor. Let me start by saying that there are a lot of great advisors that I trust… -
Reader Question: What Is Holistic Financial Planning?
I was recently interviewing prospective clients, and one of the gentlemen asked a question about a phrase I used – “holistic financial planning.” It’s a great concept that everyone should… -
How to Financially Prepare for Adoption
For National Adoption Month, I’ve covered the importance of adoption and how the process works. But I couldn’t leave the topic without exploring one of the most important parts of… -
Three Important Money Conversations To Have Before You Get Married
On Tuesday, I offered some practical tips when planning your wedding. But before your big day, it’s also essential to prepare for your financial future as a couple. The most… -
Determining How Much to Save For Retirement
I love advising sessions with clients. Recently, I’ve had few with couples that have had the same issue: how to plan for retirement with a spouse. The couples that I… -
Five Lessons From My First Two Years of Blogging
I can guarantee that you’ve seen this title or something similar before. So sorry for not being original today. But these types of posts are some of my favorites because… -
Brian Thompson Financial is 2!
This week marks the 2nd birthday of my blog! I’m so proud of how Brian Thompson Financial has grown since that first post about finding my voice. This last year… -
A Word of Caution About “Following Your Passion”
I often hear phrases like “follow your passion” and “If you do what you love, you’ll never work a day in your life.” While these are great pieces of advice,… -
Three Signs That It’s Time to Leave Your Job
We had a big departure at our firm recently. An enrolled agent that had been with the company for 10 years and was integral in the firm’s success decided it… -
What My Personal Trainer Has Taught Me About Personal Finance
I recently bought some sessions with a personal trainer. I usually lift on my own or take a group class at the gym, but I thought it might be time…