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
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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 Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.