Financial Planning

Financial planning blogs from Thinking Big Financial, a NYC-based financial planning and investment management firm. Learn more about our services: Financial Planning Services

Is Financial Planning Just for the Rich?
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Is Financial Planning Just for the Rich? [Video]

Is Financial Planning Just for the Rich? (Transcript) Hi, I’m Jim Marrocco from Thinking Big Financial. Recently, a friend asked me if I worked with regular people. By this she meant, do I work with people that are not super wealthy?…
What to Look for in a Good Financial Advisor

What to Look for in a Good Financial Advisor

At some point in life, whether you are young or old, you will find yourself in need of a financial advisor. And when you do, make sure its a good fit and trusted partner. A good financial advisor has your back! Sounds simple, but all financial…
Buying a Home: Some Questions to Ask Yourself

Buying a Home: Some Questions to Ask Yourself

Buying a home is a big deal! It’s an opportunity to start fresh in a new place and build the life you imagined. There’s lots of excitement about what could be. But it is also a time that can feel overwhelming since it may be one of the largest…
saving to buy a house or home savings concept with grass growing in shape of house inside transparent piggy bank
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The Ultimate Saving Vehicle: Your Home

We explored why buying a home may make sense for you, but now its time to put pencil to paper. And its really important to have the right set of expectations when you buy a home. Let's set aside all the emotional reasons for a moment -- we…