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Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Should You Focus On Short Term Or Long Term Goals For Savings In 2023?

A new Fidelity Investment study found that more than half of people who want to increase their savings in 2023 plan to focus on short-term intentions rather than long-term goals.

Some of these short term goals include things, such as big ticket purchases, mortgages and emergency savings in comparison with setting goals that may apply years down the line. This is the first time in more than 10 years that investors have prioritized short term goals over long term ones. It’s believed that the pandemic may be the reason for many people deciding to do things like taking vacations, which may not have been an option in previous years.

Some people have chosen to pay down mortgages, or put off buying new vehicles in the midst of inventory supply and demand challenges. If that aligns with what you’re setting in the near future, now may be the perfect time to meet with our team of qualified financial professionals to talk through these options and make sure that they match up with your current financial strategies as well as any long term goals you’re also saving towards at the same time.

The good news is that you’re not limited to only short term or long term financial goals. You can use both. Most people are saving towards short term events while also forecasting into their future with retirement savings strategies, for example. At Shah Total Planning, we’ll work with you to create a plan that matches your needs.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more