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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are six flags that may make your tax return prime for an IRS audit.
Even if you’re young and single, you should still consider protecting yourself.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Women must be ready to spend, on average, more years in retirement than men.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are a few things to consider when buying or leasing your next vehicle.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?