Schedule your free
Exploratory phone call

Click here to see how we
can be of assistance.

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

Video Library

NASA & the Fed throw DARTs, Your Investing Emotions (Shah Plan-It 9-27-22)

NASA literally fired a 'DART' to affect a future direction of a disaster. So did the Federal Reserve (figuratively, that is). How are ...

What to know about the US "Death" tax system (Shah Plan-It 9-20-22)

Queen Elizabeth's recent passing reminds me of the wealth transfer tax system imposed in the US, and one of the public policy ...

Winning 'early' in investing & football (Shah Plan-It 9-13-22)

For ever team that won in the NFL this week, the same number of teams lost. How do you 'WIN' your financial plan? Here's a quick ...

Change in Plan(s)? (Shah Plan-It 9-6-22)

Nothing like waking up after a long weekend to a flat tire on a rainy day. This was not a part of the plan. But a change in plans ...

Back 2 School: Tips for Loan Forgiveness, Discount Stock Shopping & Security (Shah Plan-It 8-30-22)

Back-to-school time! What do you (quickly) need to know about (1) back-to-school shopping for stocks, (2) loan forgiveness & (2) ...

Costco, Foreign Chocolate & the Inflation Reduction Act (Shah Plan-It 8-23-22)

The trip for a gallon of milk to Costco was $200, now it feels more like $400. But the government just passed a law to help right?

Plans vs Goals - Stuck in Lisbon (Shah Plan-It 8-16-22)

Just like your finances, you need to know the difference between your plan and goals in life. Here's a humbling reminder for me ...

When Plans Fail, use your GPS - on the road AND in your finances (Shah Plan-It 8-2-22)

When you create a plan, the only thing that is certain is that it is not going to go the way you expected. The opportunity to sell a ...

"HOT" investment tips for MegaMillions winners - sorta (Shah Plan-It 7-26-22)

For those planning to win tonight's jackpot, and for those who are not: If you do win tonight's $800 million jackpot-here is what you ...

#shorts 5 minute Financial plan? No. But here’s a good starter

shorts There should be an option for more information, for the full video visit (https://shahplan.com/video-library/)

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