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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Five phases to changing unhealthy behaviors.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There’s a link between debt and stress.
A collection of tips from professional travelers.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Peer-to-peer payment apps are one of the newest ways to send money.
It's easy to let investments accumulate like old receipts in a junk drawer.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial professional about changes in your situation.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.