What Planning in the Post-Retirement Chapter of Life Looks Like
Retirement is often seen as the finish line. After decades of hard work, planning…
Retirement is often seen as the finish line. After decades of hard work, planning…
When I decided to become a financial planner, I knew I wanted to serve…
As our digital world expands, so does the threat of cyber-attacks. From identity theft…
I recently read Dan Sullivan and Benjamin Hardy’s enlightening book, The Gap and The…
In the world of parenting, planning for your child’s education sits right up there…
When we think about insurance coverage, we typically focus on life, disability, auto, and…
Every year, as the calendar pages flip toward April, a certain buzz fills the…
When it comes to saving for the long-term, the 401(k) plan is the most…
In our last post, we discussed the foundational steps couples needed to take to…
Since I’ve started working as a financial planner, I’ve learned so much from my…
Interest rates play a pivotal role in our economic landscape, making them an aspect…
Why Haven’t My Investments Grown as Promised? Over the past year, you may have…
In the world of financial planning, the Certified Financial Planner® (CFP®) designation is considered…
For the first time in 25 years, the US is contending with higher inflation…
Whether it’s a parent or relative or even a friend, taking care of our…
How much to save for the future is often the main reason clients come…
Imagine this: You’ve suddenly passed away in a tragic accident. Your partner, while in…
Somewhere in my mid-twenties, bunions started to form in my feet. They’re a common…
Brandon and I were recently talking about how we grew up playing Monopoly. We…
Money influences everything in our lives: the choices we make, the opportunities we pursue,…
The decision to leave a job can be one of the biggest and scariest…
One of my favorite definitions of the work we do comes from Elizabeth Jetton,…
Building Financial Resilience for Trans Individuals For many decades, the focus of the LBGTQ+…
Investing for your future doesn’t have to be complicated or intimidating. In fact, as…
Financial security and resilience are essential parts of a healthy financial plan. One critical…
I don’t know about you, but with the news of bank failures in the…
Last week’s bank crisis that caused the failure of three banks sent a powerful…
I’ve been contemplating recently how we humans seem to have a tendency to define…
Have you ever thought, “Financial planning isn’t for me. I don’t have any Big…
It’s a month after the holiday season and looking at your credit card bill…
Budgeting is one of the most mainstream topics of personal finance. If you search…
We were recently inspired to make a small tweak to one of our business…
I won’t survive without a full-time job that pays benefits. I’m going to cling…
My husband and I play this game that we borrowed from the popular TV…
Most people kick the can down the road on estate planning for as long…
With a second child on the way, I’ve been thinking a lot about Ben…
One common question we get from clients is: How much should I be spending…
As if the last three years of a pandemic, lockdowns, and political turmoil weren’t…
We’re starting off this post with the question that’s on everyone’s mind: Should you…
Here at Thinking Big, we practice Financial Life Planning (FLP). If you’ve never heard…
There’s a mainstream notion that the coming out process for LGBTQ+ folks is a…
For me, being a part of the LGBTQ+ community comes with a sense of…
We’re all familiar with the motto of living with “no regrets.” It means you…
How do you know if you’re putting your money in the right places? It’s…
Not all financial planning firms approach this work in the same way, which is…
The other day, I found myself looking at real estate listings. I was searching…
I did a simple google search of “how much does it cost to raise…
As Lynne Twist says in her book, The Soul of Money, “When you make…
Shockingly, we haven’t yet written a post on how to prepare for filing your…
Have you ever taken the Love Language Test? It’s a fun quiz that helps…
As a financial planner, one of the most common things I hear is about…
In a recent post, we talked about why you should save money, including how…
Everyday it seems like we’re reading a new headline on inflation. We worry about…
In my previous post, I wrote about how we can use our finances to…
The most recent report from the Intergovernmental Panel on Climate Change (IPCC) was a…
What should I do with my money? This is one of the most common…
Debt is a loaded topic in financial planning. When is it good or bad,…
In the past 10 to 12 years, we’ve seen two major crises: a global…
If you’re self-employed or a small business owner, you know that saving for retirement…
Saving money is one of the most fundamental parts of building a successful financial…
I want to shout it from the rooftops: I just got back from vacation!…
Restricted Stock Units (aka RSUs) are a common form of supplemental compensation for employees…
You would think that, as a financial planner, I would know my own money…
Even with recent societal and legal changes that have granted more protections, LGBTQ+ people…
When it comes to finances, our relationship with money is shaped immensely by our…
If you haven’t already heard it from us, you’ve likely heard it somewhere that…
Four years ago this month was when TBF officially launched it’s work as a…
One of the most important things we do as financial planners is help clients…
It’s hard to imagine that just a year ago, we were in some of…
We spend our days making constant trade-offs between time and money. Together, they’re the…
The importance of optimism when you invest can’t be overstated. In fact, it’s scientifically…
For the last installment of our Let’s Have a Baby series, we’ll be talking…
In our next installment of “Let’s Have a Baby” we’re going to look at…
My son was born by a gestational surrogate. The process was a whirlwind for…
If you’re a queer person, LGBTQ family planning may seem like a monumental feat.…
Marriage for same-sex couples has recently come into the media spotlight after Justices Thomas…
As if 2020 wasn’t turbulent enough, the news is all over speculating about stock…
In the midst of changing jobs, whether taking on a new full time job…
Right now, one question is in the back of everyone’s mind: What happens if…
The events of the last few weeks are a sad reminder of how deeply…
Who would have thought that only a few months into 2020 we’d be talking…
The recent global pandemic has thrust one thing to the forefront in our lives:…
When the stock market is down 20-30% and it’s scary. It’s emotional. And the…
Right now, we’re in the middle of some very stormy weather. Aside from our…
Are you planning for your baby, financially speaking? Besides buying the crib and taking…
Becoming a freelancer seems like a dream for a lot of people: you make…
I’ve recently become enamored with the concept of incremental change, and how it impacts…
A new year is upon us, and with that comes the natural desire to…
Choosing Health Insurance: Why the Right Choice Matters More Than You Think! I learned…
When people think about building a nice nest egg, creating a Health Savings Account…
One myth perpetuated by our culture is that in order to become wealthy, we…
Mental accounting is an economic concept that has gained recognition over the past thirty…
Fifty years ago this month, we will celebrate the seminal event that brought the…
When working with diverse ages of people, I hear all sorts of concerns: everything…
With every client, my goal is to create a tailored investment strategy that manages…
The Next Millionaire Next Door: Enduring Strategies for Building Wealth by Thomas J. Stanley,…
“What would you do if you suddenly had a million dollars?” Everyone’s asked the…
Some Thoughts on the Book Happy Money Finally! A book packed with insight on…
Where did you learn what to do with money? By default, family, friends, and…
© Copyright – Thinking Big Financial | 928 Broadway, Suite 807 New York, NY 10010
