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Latest Articles

Retirement

  • Split Annuity Strategy
  • Volunteering in Retirement
  • 9 Facts About Retirement

Estate

  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Investment

  • Estimating the Cost of College
  • How Stocks Work
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream

Insurance

  • The Value of Insuring Against Life’s Risks
  • Dog Bites Neighbor. Now What?
  • When Life Insurance Becomes Taxable
  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • Understanding Extended Care

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?

Money

  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores
  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car

Lifestyle

  • Personal Finance Tips for Military Families
  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
 

Contact

Thoughtful Plan Inc.

Office: (716) 836-0438

Fax: (716) 842-4109

1207 Delaware Rd STE 201

Buffalo, NY 14209

7, 66, AIF, Life, Accident & Health Insurance

mark.ziemba@thoughtfulplan.com

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Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a Registered Investment Advisor.  Private Advisor Group and Thoughtful Plan Inc. are separate entities from LPL Financial. Private Advisor Group Form CRS

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