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
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Prepare for Unexpected Expenses in Retirement
Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Surprises
Making the most of surprises is a great reason to work with us.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.