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
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Building Your Legacy
A four-step framework for building a personal legacy.
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When Markets React
When markets shift, experienced investors stick to their strategy.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?