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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.