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.
Helpful Content
9 Facts About Social Security
There are things about Social Security that might surprise you.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.