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Tag: taxable account

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  • Investing | 05.15

    What You Need to Know About Investing in a Taxable Account

    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…
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  • Investing | 05.09

    Three Ways to Get the Most Out of Your Taxable Account

    As you read on Wednesday, it’s critical to pay attention to how and what you invest in a taxable account.  Your goal should be to keep as much money in…
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  • Investing | 05.07

    What You Need to Know About Investing in a Taxable Account

    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

Brian Thompson Financial

Certified Financial Planner

Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the States of Illinois and New York. 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.

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