Finance For Thought

Finance For Thought Veteran Owned and Operated. We have founded our business by our belief that it is your moral and patr

Welcome, we’re 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 obj

ectives. 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.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
05/04/2022

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

There are four basic steps to calculating the value of an estate.
05/02/2022

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The tax rules that govern donating art are complex and confusing.
04/29/2022

The tax rules that govern donating art are complex and confusing.

The tax rules that govern donating art are complex and confusing. Take a closer look.

An ILIT could play a role in your estate strategy.
04/27/2022

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
04/25/2022

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

These 6 things might make your next return a prime target for an IRS audit.
04/22/2022

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
04/20/2022

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
04/18/2022

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

This piece presents an overview of fundamental steps to consider when a loved one passes.
04/15/2022

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
04/13/2022

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Assets minus liabilities = net worth. When was the last time you calculated yours?
04/11/2022

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Tax freedom day: the day you begin earning money for yourself.
04/06/2022

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

Address

445 Broadhollow Road, Suite 120
Melville, NY
11747

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15169976008

Website

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