Let’s be real: creating a personal budget is a total grind. Going through bank statements, tallying numbers, and owning up to how much you actually spend at Starbucks is not what most people consider a fun activity. And many times during the process, we lose track of why having a budget even matters! Despite the […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2018/01/41520953_s.jpg330450Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2018-01-11 10:30:392020-04-09 13:52:59The Real Purpose of A Personal Budget
The end of the year is coming up, and that usually means giving money to a meaningful cause, donating old clothing, or volunteering for our favorite charity. Along with the joy giving back brings us, there’s also a powerful financial motivator: the ability to lower your income tax bill with tax deductible donations! But before […]
I’m a huge believer that the little things we do each day can add up to huge changes over time. No place is this more true than in your financial life. I’ve seen the power of setting financial goals to attain the type of life you envision. When you think big, you open up your […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2017/11/49973961_s.jpg343450Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2017-11-03 13:06:002018-03-20 17:34:51Checking-in With Your Financial Goals: A Key to Financial Success
Before we talk about your long term investment plan, let me tell you a quick story. In my past career, I picked stocks in front of Bloomberg screens with flashing green and red prices. I saw the devastating depths of the 2008 Financial Meltdown, and the stock market that came roaring back afterward. I came […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2017/10/39676727_s.jpg300450Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2017-10-20 11:41:142019-05-13 02:49:35Creating A Long Term Investment Plan: Tune Out The Noise!
Should I Max Out my 401k? (Transcript) Should I max out my 401k? The short answer is always typically yes, but the longer answer may be, maybe not depending on individual situation. For employees that have access to retirement contribution plans like a 401k or a 403b: you should really take a hard look at […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2017/09/Screen-Shot-2017-09-28-at-11.28.55-PM.png243441Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2017-09-29 12:41:482018-03-20 17:37:10Should I Max Out my 401k? [Video]
The Real Purpose of A Personal Budget
Let’s be real: creating a personal budget is a total grind. Going through bank statements, tallying numbers, and owning up to how much you actually spend at Starbucks is not what most people consider a fun activity. And many times during the process, we lose track of why having a budget even matters! Despite the […]
The Joy (and Benefits) of Tax Deductible Donations
The end of the year is coming up, and that usually means giving money to a meaningful cause, donating old clothing, or volunteering for our favorite charity. Along with the joy giving back brings us, there’s also a powerful financial motivator: the ability to lower your income tax bill with tax deductible donations! But before […]
Checking-in With Your Financial Goals: A Key to Financial Success
I’m a huge believer that the little things we do each day can add up to huge changes over time. No place is this more true than in your financial life. I’ve seen the power of setting financial goals to attain the type of life you envision. When you think big, you open up your […]
Creating A Long Term Investment Plan: Tune Out The Noise!
Before we talk about your long term investment plan, let me tell you a quick story. In my past career, I picked stocks in front of Bloomberg screens with flashing green and red prices. I saw the devastating depths of the 2008 Financial Meltdown, and the stock market that came roaring back afterward. I came […]
Should I Max Out my 401k? [Video]
Should I Max Out my 401k? (Transcript) Should I max out my 401k? The short answer is always typically yes, but the longer answer may be, maybe not depending on individual situation. For employees that have access to retirement contribution plans like a 401k or a 403b: you should really take a hard look at […]