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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Income Taxes Work
A quick look at how federal income taxes work.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Marriage changes everything, including your insurance needs.
Learn a little about worldwide currency in this fun infographic
Healthy habits are one of the greatest gifts to give your child.
To choose a plan, it’s important to ask yourself four key questions.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
What can be learned from the savings rate?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
When do you need a will? The answer is easy: Right Now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.