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WHY SHAH WEALTH MANAGEMENT?

With depth, focus, and a big-picture perspective, we help you manage your investments. Our experienced team helps keep your wealth growing and preserved—today, tomorrow, and onto the next generation.

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As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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We offer a full range of investment and financial services and have access to a wide array of solutions.

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Helpful Content

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Tax Freedom Day

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Markets React

When markets shift, experienced investors stick to their strategy.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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