Jim Marrocco, CFP®, CFA (he/him/his)

Thinking Big Financial, Inc. 💡💸 Financial Planning | Investment Management | Individuals, families and small biz owners. LGBTQ+ Specialty 🏳️‍🌈.

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

@moneywkiersten Aww thank you! Glad it was helpful!

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Maggie L. Walker is a financial justice powerhouse you need to know about. Maggie was the first woman of any race to owe a bank. She did it in 1903 in Richmond, VA, the capitol of the confederacy. Maggie's story is truly inspiring! #blackhistorymonth

https://t.co/aWxnjrNI5L

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

A big step for trans women and gender affirming surgery, which can be incredibly costly. Let's hope more insurance companies follow suit and progress like this begins to include family planning coverage as well! #LGBTQ #transrights

https://t.co/GtZsDipLsU

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Travers Bell Jr. grew up in the Ida B. Wells projects on the south side in Chicago, IL. He never thought about a career on Wall Street. In 1971, Daniels & Bell became the first black-owned member firm on the #NYSE.
#blackhistorymonth #blackhistory #blackfinancialhistory

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

For this year’s #BlackHistoryMonth, Thinking Big is sharing influential figures from #Blackfinancialhistory, starting with Lilla St. John and Lauren Simmons. These two brilliant Black women are the only Black women to pass the #NYSE financial exam and become traders on the floor.

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

@JoeyStemmle @LauraLaTourette @GayAdvisorOfLA Thanks Joey! Looking forward to it!

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Excited to see the exhibit "Not Another Second" celebrate #LGBTQ elders, an artistic effort between the awesome @sageusa and Watermark Retirement Communities. We have so much to be thankful for to our elders!

https://t.co/K79slKbQYH

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Thinking Big congratulates our 46th President, Joe Biden and our new vice president, Kamala Harris. We welcome you with relief and open arms and look forward to the work ahead!

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

In his last Sunday sermon, Dr. King cautioned about sleeping during a revolution and the reparations it would take to lift up Black people from the scars of slavery. Service has its place, but direct action has the impact we need now. #MLKDay

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Thinking Big condemns the attack yesterday on our nation’s Capitol and our democratic process by domestic terrorists, stoked by our current President. As our nation moves forward, we must reckon with the state our democracy and find ways to heal, together. #democracymatters

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

A very Happy New Year! We doubt we'll make it to midnight this year (no idea why!), but we hope that you found some joy in closing out this rough year. Here's to a better 365 around the sun! 🎉🍾

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Happy holidays from Thinking Big! We hope that you have a safe holiday season, and we'll be bringing even more reliable financial advice to you in the new year. See you in 2021!

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

It's heartening to see the incoming administration prioritize our community in prominent offices. As said in the article, we know our lives and what we need better than anyone, and can advocate for those needs most effectively when in government #lgbtq

https://t.co/5cpgJ90XWG

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

I'm currently writing about how #lgbtq families need to approach family planning from a financial perspective, and the fact that expenses like IVF treatments aren't covered is discriminatory. Insurers like @BCBSIL are fighting against it #family

https://t.co/bhLLlOI16W

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Congrats Switzerland! #lgbtq #marriageequality 🌈

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Is this work all about money? Definitely not. I love the work I do because I get to help people envision what their best life, and achieve it through thoughtful conversations and planning.
#goals #dreams #financialplanning #financialplanner

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

A round-up of the biggest LGBTQ+ stories from this year from @them and not all of them are bad news! Included are a historic number of queer folx being elected to public office, and several hospitals banning nonconsensual intersex surgery #lgbtq

https://t.co/43W3hgew2T

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

If you’re a queer person, LGBTQ family planning may seem like a monumental feat rife with expenses and roadblocks. Let our intro get you started on creating the family you want and deserve #lgbtq #familyplanning

https://t.co/E77X0beYbG

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

Even though he'll be leaving office, Trump is still finding ways to restrict LGBTQ rights in the workplace. It's imperative to fight these policies to ensure equity for all of our community. #lgbtqrights

https://t.co/r8VDCCcVnm

[Jim Marrocco, CFP®, CFA (he/him/his) @thinkingbigfin]

A helpful breakdown from @ELLEmagazine of what Biden's student loan forgiveness could mean for you. Obviously, there are a lot of factors in whether or not and when this would go through, but the press it's gotten is quite impressive #studentloandebt

https://t.co/mzVltBjUEf