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
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
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

Spring Into Financial Planning: New Beginnings for Your Financial and Estate Planning

Spring is a time of renewal, rejuvenation, and new beginnings. The flowers start to bloom, the days get longer, and the weather gets warmer. It’s a time when many people start to think about their goals for the year and plan out new projects. But while project planning is an important part of spring, it’s also a great time to consider your financial and estate planning.

Just as you plan out new projects for the year, it’s important to plan out your finances and estate to ensure that you’re prepared for any unexpected events. Here are some things to keep in mind as you think about your financial and estate planning this spring:

1. Review your budget: Spring is a great time to review your budget and make any necessary adjustments. Look at your income and expenses and see if there are any areas where you can cut back or save more money. This can help you to achieve your financial goals more quickly and effectively.

2. Consider your investments: Spring is also a good time to review your investments and make any necessary changes. Talk to a financial advisor or do some research on your own to see if there are any new investment opportunities that might be a good fit for you.

3. Update your estate plan: If you haven’t updated your estate plan in a while, now is a good time to do so. Review your will, trust, and other estate planning documents to make sure that they still reflect your wishes. You may also want to consider appointing a power of attorney or creating a living will.

4. Plan for the future: Spring is also a good time to think about your long-term financial goals. Do you want to save for retirement or start a college fund for your children? Consider setting up a savings plan to help you reach your goals.

While project planning may be top of mind this spring, don’t forget about the importance of financial and estate planning. Taking the time to review your budget, investments, and estate plan can help you to feel more prepared for the future and ensure that your assets are protected. With a little bit of planning and preparation, you can make this spring the start of a successful and financially secure year. If your Spring project is your estate or financial plan, Shah Total Planning can help you!

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
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
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