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Recent Posts
Are We Headed for a Recession?

One of the benefits of being bald is that hair lines become a non-issue.  Don’t need to worry about receding there.  I practice pretty good oral hygiene (although I’m told I should be flossing more) but receding gums doesn’t seem to be a concern right now either.  You can usually see a recession on its

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How Is a Financial Advisor Different From An Estate Planning Lawyer?

It is true that you may engage several different professionals to assist you with the process of creating your estate plan. It is also true that you likely need an estate planning lawyer to help you with putting together your comprehensive plan. This is because while accountants and financial advisors can provide some good perspective

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History Shows That Stock Gains Can Add Up after BigDeclines

Is timing everything? Based on the picture below, timing can make a huge difference between a good day and a bad day. But with stock markets, it can mean a lot more. Unless you know exactly when to get out AND or when to get in – TIME IN the market is probably a better strategy than TIMING the market.  Check

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IN THE PRESS

Click below to view the Shah Team as quoted in the press.

The Admired Advisor Podcast

Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters with Neel Shah

Nerdwallet

December 08, 2021

CHARITABLE DONATIONS: MAXIMIZE HOLIDAY SPIRIT, MINIMIZE TAXES

Inc.

November 23, 2021

ENSURING THEIR FUTURE: ESTATE PLANNING CONSIDERATIONS FOR ENTREPRENEUR

Kiplinger

November 8, 2021

RETIREES, GET AN UPFRONT TAX RATE FOR DELAYED CHARITABLE GIVING

Kiplinger

October 28, 2021

RETIREES, HERE'S WHAT TO CONSIDER WHEN BUYING AN ANNUITY

U.S. News

September 27, 2021

HOW TO LEND MONEY TO FAMILY AND FRIENDS

BARRON'S

August 3, 2021

ADVISORS WANT TO KEEP THAT DOOR SHUT

Kiplinger

May 24, 2021

YOU CAN KEEP SOME ASSETS WHILE QUALIFYING FOR MEDICAID

BARRON'S

May 13, 2021

CLIENTS ARE ALL TALK, LITTLE ACTION WHEN IT COMES TO MOVING FOR TAX REASONS

Legal Zoom

March 5, 2021

WHAT HAPPENS IF YOU DIE WITHOUT WILL?

MSN

January 12, 2021

17 MISTAKES WIDOWS AND WIDOWERS MAKE

NEWSDAY

December 22, 2020

AFTER PANDEMIC-SCRAMBLED 2020 IT’S TIME TO GET FINANCES IN ORDER FOR 2021

NEWSDAY

October 28, 2020

MONEY FIX: LOW INTEREST RATES CAN BOOST PURCHASING POWER FOR YOUNGER-SET

Legal Zoom

June 15, 2020

HOW BLENDED FAMILIES ARE CHANGING THE ESTATE PLANNING RULES

THE WALL STREET JOURNAL

June 9, 2020

New Yorkers are Giving More Despite Coronavirus Hardships

THE WALL STREET JOURNAL

February 14, 2020

SHOULD PARENTS TRY TO SPEND THE SAME AMOUNT OF MONEY ON EACH CHILD?

SIMPLE DOLLAR

November 19, 2019

HOW TO PAY FOR A LOVED ONE’S MEMORY CARE AND MANAGE THEIR FINANCES

U.S. NEWS AND REPORTS

July 7, 2017

HOW AMERICANS CAN REVERSE THEIR BIGGEST RETIREMENT SAVINGS REGRET

Schedule your
complimentary
telephone call

Click here to see how we
can be of assistance.

Recent Posts
Are We Headed for a Recession?

One of the benefits of being bald is that hair lines become a non-issue.  Don’t need to worry about receding there.  I practice pretty good oral hygiene (although I’m told I should be flossing more) but receding gums doesn’t seem to be a concern right now either.  You can usually see a recession on its

Read More

See more
How Is a Financial Advisor Different From An Estate Planning Lawyer?

It is true that you may engage several different professionals to assist you with the process of creating your estate plan. It is also true that you likely need an estate planning lawyer to help you with putting together your comprehensive plan. This is because while accountants and financial advisors can provide some good perspective

Read More

See more
History Shows That Stock Gains Can Add Up after BigDeclines

Is timing everything? Based on the picture below, timing can make a huge difference between a good day and a bad day. But with stock markets, it can mean a lot more. Unless you know exactly when to get out AND or when to get in – TIME IN the market is probably a better strategy than TIMING the market.  Check

Read More

See more