Patel Wealth Strategies, Inc.

11/17/2023

Before you head out for your Thanksgiving grocery shopping trip- add these items to your list for a standout cheese board to share with family and friends next week.

Expert cheese monger shares her tips on how to make a perfect cheese board and what to do with the leftovers—including how to store cheese properly.

11/14/2023

When things seem uncertain in life, rituals can add that certainty to your day - retired, or still working.

At a time when it’s easy to feel adrift, recurring acts give structure to your days in retirement and can keep you connected to those you love.

11/07/2023

Warren Buffet's right hand man shares his thoughts with the WSJ on a the secret to his economic success, thoughts on a strong currency, and starting out today as an investor, and more. No paywall.

“Why should he try and pick his own stocks? He doesn’t design his own electric motors and his egg beater.” Berkshire Hathaway’s vice chairman on why most investors should stick with index funds, and other questions.

10/25/2023

Looking to buy a new car soon?

Here are the weeks to mark on your calendar if you’re car shopping with a discount in mind.

09/24/2023

Did you know Charitable Contributions can be made straight from your IRA, and will help meet your annual Required Minimum Distribution requirements?

Older Americans can still reap tax breaks from donating to charity, even if they aren’t itemizing deductions. The secret: a ‘qualified charitable distribution’ from a traditional IRA.

07/14/2023

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank questions!

07/12/2023

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.

07/10/2023

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop.

07/08/2023

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.