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Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

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See more
How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

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Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

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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

Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

Read More

See more
How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

Read More

See more
Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

Read More

See more