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.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Lifestyle considerations in creating your retirement portfolio.
Read this overview to learn how financial advisors are compensated.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
All about how missing the best market days (or the worst!) might affect your portfolio.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
You’ve made investments your whole life. Work with us to help make the most of them.