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
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?