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
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.
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Estate Planning: Grow & Preserve Your Wealth
Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?