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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
There’s a link between debt and stress.
With a new administration, things will change, but no one knows exactly how. Here’s a little insight.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Learn when it may not make sense to file a claim on your home insurance.
Apps that help small business owners better manage and grow their business.
What’s your plan and is it in alignment with this?
Earnings season can move markets. What is it and why is it important?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
Have you explored all your options when it comes to managing your taxable income?
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.