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.Contact Us
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We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Learn when it may not make sense to file a claim on your home insurance.
What kind of auto insurance should you have? Do you know?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The tax rules that govern donating art are complex and confusing. Take a closer look.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here is a quick history of the Federal Reserve and an overview of what it does.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
How does your ideal retirement differ from reality, and what can we do to better align the two?