Understanding Today's Financial Environment
Welcome, we are PareShah Financial Services, a wealth strategy organization in Melville, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on co-creating a plan for your financial goals and objectives.Services We OfferMeet the TeamUpcoming EventsContact UsITV Show
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Rightsizing for Retirement
What does your home really cost?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Can you keep up with your children’s mobile slang?
Is succession a part of your strategic business plan? It should be.
Simple steps may help you foil hackers and protect your privacy.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
A special needs trust helps care for a special needs child when you’re gone.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.