Investments
Retirement
Estate
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Understanding Today’s Financial Environment
Welcome to Finance For Thought, a financial organization in New York, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
College Savings
See how much you may need to save now to cover future college costs for your child.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.