Restricted Stock Units (aka RSUs) are a common form of stock compensation for employees of public companies. If you’re granted RSUs, you get to own these company shares without putting any money down (unlike when you are exercising stock options). You can think of RSUs as a cash bonus, with similar tax implications. So, when […]
You would think that, as a financial planner, I would know my own money script. After all, money is what I think about almost all of the time! But, maybe not surprisingly, I didn’t know what I thought I knew about myself and money until I took a course on money scripts. As I’ve reflected […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2021/07/Money-Script.jpg540540Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2021-07-15 02:27:052021-07-15 02:31:41What is a Money Script? And What are Yours?
Even with recent societal and legal changes that have granted more protections, LGBTQ+ people still face many unique financial (and non-financial) challenges. It’s a major reason why the team at Thinking Big is particularly passionate about helping clients manage their finances so that they can achieve their goals and live fulfilling, happy lives. It’s important […]
When it comes to finances, our relationship with money is shaped immensely by our upbringings and cultural backgrounds, including our particular generation. For LGBTQ people, historical events like the Stonewall Uprising and the AIDS crisis have impacted our outlook and approach to our finances. An LGBTQ person who has lived through the AIDS crisis or […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2021/06/generational-differences-lgbtq.jpg10801080Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2021-06-12 00:35:062021-06-12 15:32:07Generational Differences in the LGBTQ Community and their Impact on Finances
If you haven’t already heard it from us, you’ve likely heard it somewhere that investing is an important way to build wealth. “Investing” is a broad term though, and it means something a little bit different for everyone. Not to mention there are a ton of different strategies, philosophies and recommended products out there depending […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2021/05/best-investment-plan.jpg10801080Brandon Tacconellihttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngBrandon Tacconelli2021-05-20 22:45:472021-05-20 23:07:25How to Build an Investment Plan that Works for You
Should I Sell My RSUs (Restricted Stock Units)?
Restricted Stock Units (aka RSUs) are a common form of stock compensation for employees of public companies. If you’re granted RSUs, you get to own these company shares without putting any money down (unlike when you are exercising stock options). You can think of RSUs as a cash bonus, with similar tax implications. So, when […]
What is a Money Script? And What are Yours?
You would think that, as a financial planner, I would know my own money script. After all, money is what I think about almost all of the time! But, maybe not surprisingly, I didn’t know what I thought I knew about myself and money until I took a course on money scripts. As I’ve reflected […]
How Being LGBTQ+ Shapes Your Finances
Even with recent societal and legal changes that have granted more protections, LGBTQ+ people still face many unique financial (and non-financial) challenges. It’s a major reason why the team at Thinking Big is particularly passionate about helping clients manage their finances so that they can achieve their goals and live fulfilling, happy lives. It’s important […]
Generational Differences in the LGBTQ Community and their Impact on Finances
When it comes to finances, our relationship with money is shaped immensely by our upbringings and cultural backgrounds, including our particular generation. For LGBTQ people, historical events like the Stonewall Uprising and the AIDS crisis have impacted our outlook and approach to our finances. An LGBTQ person who has lived through the AIDS crisis or […]
How to Build an Investment Plan that Works for You
If you haven’t already heard it from us, you’ve likely heard it somewhere that investing is an important way to build wealth. “Investing” is a broad term though, and it means something a little bit different for everyone. Not to mention there are a ton of different strategies, philosophies and recommended products out there depending […]