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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Good employee health can be great for the company’s bottom line.
When considering life insurance, it's important to understand your options.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, cracking the code on bonds.