Amar Shah

PA Movement as Medicine for Longer, Healthier Retirement Years

Movement as Medicine for Longer, Healthier Retirement Years

Consistent movement — even in modest amounts — can have a profound impact on long-term health.

PA Are Markets Predicting the Economy—or Reacting to It?

Are Markets Predicting the Economy—or Reacting to It?

Understanding this relationship can help investors better interpret headlines, manage expectations, and make more thoughtful long-term decisions.

PA 2027 Social Security COLA: What Early Estimates Mean for Your Retirement

2027 Social Security COLA: What Early Estimates Mean for Your Retirement

For retirees and those approaching retirement, the COLA plays an important role in maintaining purchasing power.

PA Retirement Plans Built on Pensions Face Pressure as Funding Levels Fall Short

Retirement Plans Built on Pensions Face Pressure as Funding Levels Fall Short

Understanding how pension funding works, and what happens when a plan becomes underfunded, is critical for retirement planning.

PA AI Took the Jobs—Now Who Pays the Taxes? The 100-Year Fiscal Crisis

AI Took the Jobs—Now Who Pays the Taxes? The 100-Year Fiscal Crisis

One of the most important long-term economic questions facing developed economies is surprisingly simple: who will pay for government in the future?

PA Prediction Markets Turn Opinions Into Probabilities

Prediction Markets Turn Opinions Into Probabilities

For retirees and long-term investors, these markets are interesting primarily as a window into how technology and finance continue to evolve.

PA The First 5 Years of Retirement Matter More Than You Think

The First 5 Years of Retirement Matter More Than You Think

In reality, retirement is anything but static. And while every year matters, the first five years often matter more than the rest.

PA Turning Savings Into a Steady Income Stream in Retirement

Turning Savings Into a Steady Income Stream in Retirement

It should be predictable, sustainable, and aligned with your lifestyle, even though it doesn’t come from a single source.

PA 5 Principles for Investing Smarter as Markets Evolve

5 Principles for Investing Smarter as Markets Evolve

It moves through distinct regimes such as reflation, inflation, stagnation, and deflation. Each regime rewards different types of assets.

PA When To Hire a Financial Planner: How Guidance Boosts Returns, Reduces Risk, and Protects You

When To Hire a Financial Planner: How Guidance Boosts Returns, Reduces Risk, and Protects You

The long answer is worth a few minutes of reading, because research shows professional advice delivers measurable benefits beyond picking funds.

PA Why Today’s Retirement Is More Expensive Than You Think—and What You Can Still Do About It

Why Today’s Retirement Is More Expensive Than You Think—and What You Can Still Do About It

May seem perfectly sustainable—but the costs retirees face today are growing faster than the income sources meant to support them.

PA The Retirement Investment You Can’t Buy: Why Physical Health Is Financial Health

The Retirement Investment You Can’t Buy: Why Physical Health Is Financial Health

Activity after age 60 plays a pivotal role in protecting your independence, maintaining quality of life, and even reducing long-term healthcare costs.

PA Want a Better Retirement? Plan for Healthspan, Not Just Wealth

Want a Better Retirement? Plan for Healthspan, Not Just Wealth

All traits that support better decision-making, including in areas like nutrition, exercise, social engagement, and yes, financial planning.

PA As the Leaves Change, So Should Your Finances: 5 Year-End Planning Essentials

As the Leaves Change, So Should Your Finances: 5 Year-End Planning Essentials

Tax-saving opportunities, ensure your portfolio is aligned with your goals, and make smart adjustments before the calendar turns to January.

PA From Growth to Income: How To Restructure Your Portfolio Before—and During—Retirement

From Growth to Income: How To Restructure Your Portfolio Before—and During—Retirement

Whether you’re five years away from retirement or already there, building a durable and strategic retirement portfolio is essential.

PA Your 401(k) Might Soon Include Crypto, Private Equity, and Real Estate

Your 401(k) Might Soon Include Crypto, Private Equity, and Real Estate

Breaks down what happened, what it could mean for you, and how to approach these potential changes with a clear, informed strategy.

PA 5 Costly Retirement Mistakes — And How To Avoid Them Before It’s Too Late

5 Costly Retirement Mistakes — And How To Avoid Them Before It’s Too Late

A few years away from retirement or already living it, here are five common pitfalls to watch out for—and more importantly, how you can avoid them.

PA Retired, Now What? Why Your Portfolio Still Needs a Smart Strategy

Retired, Now What? Why Your Portfolio Still Needs a Smart Strategy

You still have many years ahead, and you need your portfolio to perform well while continuing to manage risk #retire #risk

PA The Coming Debt Storm: Why Surging U.S. Interest Payments Could Hit Your Wallet

The Coming Debt Storm: Why Surging U.S. Interest Payments Could Hit Your Wallet

The realm of personal finance and investment strategy, few forces are as powerful and as underestimated as the ripple effects of U.S. government debt #debt

PA Mindful Spending Tips: Navigating Financial Uncertainty with Confidence

Mindful Spending Tips: Navigating Financial Uncertainty with Confidence

Means to spend mindfully in the current economic environment and how this practice can preserve both your financial health and peace of mind.

PA Retiring in a Down Market? Here’s How to Protect Your Nest Egg

Retiring in a Down Market? Here’s How to Protect Your Nest Egg

Several strategies you can employ to protect your finances and make your retirement more resilient—even in a turbulent market. #Retirement

PA How to Secure Your Financial Future with Long-Term Care Planning

How to Secure Your Financial Future with Long-Term Care Planning

PA Avoid These Critical Pitfalls in the Retirement Red Zone

Avoid These Critical Pitfalls in the Retirement Red Zone

Navigate this crucial phase, here are five common pitfalls to avoid and actionable strategies to keep your retirement on track. #NCRetirementCenter

PA Pickleball in Retirement: A Path to Health and Happiness

Pickleball in Retirement: A Path to Health and Happiness

Pickleball is a dynamic, social, and accessible game that provides numerous physical and mental benefits. #NCRetirementCenter

PA Medicare Supplement Plans vs. Medicare Advantage Plans

Medicare Supplement Plans vs. Medicare Advantage Plans

Why it’s important to know your Medicare plan options and a comparison the differences in the plans. #medicare #healthcare