Understanding Today's Financial Environment
Welcome, I'm Clare Shaw, a financial consultant in Langhorne, PA. 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 you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (215) 860-1199.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The uncertainties we face in retirement can erode our sense of confidence.
The recent market drop is an important reminder of why it's important to take a long-term view.
Calculating your potential Social Security benefit is a three-step process.
Four vacation destinations you might never have thought of.
Try these activities to keep your brain sharp.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.