Amar Shah

Delve into the significance of benchmarks for retirement investments and provide guidance on choosing the right one for you. #NCRetirementCenter

As we plan for our retirement, the dynamics of caregiving for our mothers significantly shape our journey forward.  #NCRetirementCenter

The cornerstone of financial stability for solo households lies in the creation and adherence to a well-thought-out budget. #finance

We'll delve into the nuances of charitable planning and the tax considerations that accompany it. #gifts #taxes

The surviving spouse usually experiences not only a reduction in income, but oftentimes both higher taxes and higher Medicare costs. #widows #taxes

Explore the concept of charitable planning, its significance, and how it can be leveraged to maximize tax benefits. #taxes #charity

Delve into the world of High Net Worth Financial Planning, highlighting its distinctiveness compared to traditional financial planning. #HNW

The goals you set for your retirement should be fun, entertaining, rewarding and have benefits of living healthier and possibly longer. #retire #goals

Come to the breaking point one too many times and has created a repeating pattern of raising the debt ceiling at the very last minute to pay bills. #debt

The failure of the bank and broader impacts as well as lessons learned from these series of events that can be applied to managing retirement. #retire

Be aware of the changes brought by the SECURE Act 2.0 and how they may impact their retirement strategy. #retirement 

To help you plan better in fulfilling your charitable giving desires, we will discuss a few tips to help achieve these goals. #charity #giving #taxes

It is important to have a conversation with both your financial advisor and CPA about these plans to create a tax-smart retirement strategy. #taxes

While higher interest rates, slower growth, and softer labor market conditions will bring down inflation, they will also bring some pain.

A $100 billion net reduction would reduce the national deficit by about 4%. A start, but will the deficit be decreased enough to lower inflation?

Behaviors which I have seen result in poor financial decisions and reduce the overall probability of achieving goals during retirement such as enjoyment

Forming the correct company structure can affect future taxes as well as any liabilities or lawsuits incurred during the #business.

No one escapes the economic trauma as both parties are responsible for the added fees and related costs incurred throughout the process.

Cybersecurity is often overlooked and we want to encourage individuals to take the extra step to secure their data. #cybersecurity

How will our markets perform as a result of the current conflict in the Ukraine and what should you do? #investing #investor

The bigger red flag in our model is in the details around inflation. Specifically with commodities prices, oil has shot up 27% YTD.

An annuity will be a good product to consider to diversify market and longevity risk. #retirement #planning #annuity #investor

The top three reasons I see for clients in retirement to limit the funding of a Roth IRA. #rothira #retirement #finance #savings

What about trading in it, directly or in fund form? If you’re considering that possibility, know that, at this point. #cryptocurrency #trading

As you age, cognitive capacity can decline affecting your ability to manage or make decisions about your financial matters. #protection

Five ways you can be on the offensive side of managing risk and protecting and growing your wealth in the years to come. #investor

Whether due to disability, dementia, there are many ways you can end up unavailable to make critical financial choices or health care choices

Will cryptocurrency prevail, and ultimately become a widely accepted means of exchange? #cryptocurrency #bitcoin #currency

There are different ways to cover the cost of long term care. You may have enough assets to self- insure against the risk. #LTC

It might be time for you to check-in and help set your childen up for success. Here are five financial tips to share with them. #finance

There are many reasons why it’s not a good idea to have concentrated positions in your portfolio. #advice #investing #stocks

Estate planning, when done correctly, is a dynamic process given changing asset values and tax codes. #estateplanning

How do I minimize my taxes in in retirement. #finance #retirement #planning #financialadvisor #taxes #socialsecurity

We’ve outlined these 5 important topics to Minimize Taxes on Investments During Retirement and key points to consider. #retirement

Why it’s important to know your Medicare plan options and a comparison the differences in the plans. #medicare #healthcare

We are going to review a few key points that can be confusing about the Original Medicare (Parts A and B). #medicare

Given current tax rates, which are anticipated to be lower than future tax rates, we are encouraging individuals and families to proactively plan.

A lack of access to high quality education will continue to widen the wealth gap which implies an increase in the social safety net funded by taxes.

As uncertainty grows so do our emotions when making decisions. #invest #financialadvisors #emotions #stockmarket

The second wave of unemployment will most likely have a higher percentage of white-collar workers. #finance #unemployment #business

Economic Gravity is a disconnect from market to main street. April has proven to defy gravity. #finance #economy #stockmarket

There have been positive events about our economy but with the benefit of hindsight, 5 signs that show the economy has been slowing down.