10.06.2023
How Investor Expectations Shape Stock Prices
When it comes to the stock market, prices don’t simply rise and fall based on the present performance of companies. Instead, they are greatly influenced …
Blog
10.04.2023
Evaluating Your Financial Milestones: How Do You Compare?
At Shah Total Planning, we understand that financial success is built upon a foundation of important milestones. The road to financial security can be complex, …
09.29.2023
Understanding the Housing Market and its Effect on Economic Growth
The housing market is a crucial part of our economy. Its performance can either help the economy grow or slow it down. Let’s break down …
09.27.2023
Understanding Market Timing: A Deep Dive into Schwab’s Research
Investing can be a confusing process for many. When should you invest? Should you wait for the perfect moment, or should you just jump in? …
09.25.2023
Understanding the Potential 2024 Estate and Gift Tax Rates: An Insight
Tax rules and regulations frequently change, and it’s crucial to stay updated to make informed financial decisions. As we approach 2024, let’s delve into the …
09.22.2023
The Financial and Legal Implications of Adding a Name to a Property Deed
When it comes to owning property, you may want to share that responsibility or privilege with someone else, perhaps a family member or a friend. …
09.20.2023
Addressing Key Concerns About Retirement Planning
Retirement may seem like a distant reality for some, but it’s a topic that demands immediate attention. Regardless of your age, planning for retirement is …
09.18.2023
Top Questions You Should Ask When Interviewing a Financial Advisor
When it comes to your financial well-being, partnering with the right financial advisor is crucial. However, how do you know you’re making the best choice? …
09.15.2023
Can You Roll Over a 457 Plan into an IRA? Here’s What You Need to Know
When it comes to retirement planning, you have several options to help grow your savings over time. One of these options is a 457 plan, …
09.13.2023
Planning for a Future Inheritance: A 6-Step Guide for Teens and Families
The subject of inheritance can be emotionally charged and sometimes difficult to discuss. However, being well-prepared can make the process more straightforward and less stressful. …
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Recent Posts
New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026
Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...
<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
