The argument for knowing exactly what a custodian is can be summed up in two words: Bernie Madoff. If you need a refresher, Madoff was the operator of the largest ponzi scheme in the world. He was able to defraud over 4,000 clients for one reason: he was their custodian as well as their financial […]
In today’s socially conscious culture, everyone wants to demonstrate their values. We see it most on social media: people’s posts reflect their values all the time whether with political memes or fundraising efforts or even cat videos. What is socially responsible investing? The financial planning process is no different. Clients often have values they want […]
What would you think if you knew you had a 1 in 4 chance of experiencing a debilitating illness or accident during your working life? The statistics are debatable, but if you’re like me, you’re shocked that the risk is much higher than you thought. That’s what disability insurance coverage is for. When we hear […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2018/07/38474454_s-2.jpg565848Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2018-07-26 11:00:262018-07-26 17:40:47What is Long Term Disability Insurance Coverage? Do I Need It?
In an age where companies frequently cut corners, being offered “incentive compensation” like employee stock options can seem like a trick. Is your company trying to get out of giving you more money, or are employee stock options worth their weight? Before we break down the pros and cons, let’s give you some vocabulary: Employee […]
No matter what your family structure, deciding to start a family is a momentous decision. But for folks in the LGBTQ community, that step can look a little different than for a cis-gendered, heterosexual couple—especially when it comes to finances. Given the higher potential for surrogacy and adoption, the financial impact on LGBTQ family planning […]
What is a custodian bank? (You should know)
The argument for knowing exactly what a custodian is can be summed up in two words: Bernie Madoff. If you need a refresher, Madoff was the operator of the largest ponzi scheme in the world. He was able to defraud over 4,000 clients for one reason: he was their custodian as well as their financial […]
What is Socially Responsible Investing? And Some Practical Considerations
In today’s socially conscious culture, everyone wants to demonstrate their values. We see it most on social media: people’s posts reflect their values all the time whether with political memes or fundraising efforts or even cat videos. What is socially responsible investing? The financial planning process is no different. Clients often have values they want […]
What is Long Term Disability Insurance Coverage? Do I Need It?
What would you think if you knew you had a 1 in 4 chance of experiencing a debilitating illness or accident during your working life? The statistics are debatable, but if you’re like me, you’re shocked that the risk is much higher than you thought. That’s what disability insurance coverage is for. When we hear […]
A Guide to Understanding Employee Stock Options
In an age where companies frequently cut corners, being offered “incentive compensation” like employee stock options can seem like a trick. Is your company trying to get out of giving you more money, or are employee stock options worth their weight? Before we break down the pros and cons, let’s give you some vocabulary: Employee […]
LGBTQ Family Planning
No matter what your family structure, deciding to start a family is a momentous decision. But for folks in the LGBTQ community, that step can look a little different than for a cis-gendered, heterosexual couple—especially when it comes to finances. Given the higher potential for surrogacy and adoption, the financial impact on LGBTQ family planning […]