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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Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
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Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.
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Our Approach
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
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How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.