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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Tax preparation may be the perfect time to give the household budget a check-up.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Knowing the rules may help you decide when to start benefits.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When do you need a will? The answer is easy: Right Now.