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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Saving for College 101
Here's a crash course on saving for college.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!