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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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We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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Helpful Content

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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