Luxembourg Corporate Center
202 Corporate Drive East
Langhorne, PA 19047

LinkedIn

Clare M. Shaw CPA

(215) 860-1199

 

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

Related Content

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Rollover Unused 529 Funds to a Roth IRA

Rollover Unused 529 Funds to a Roth IRA

The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.