David A. Shaw, EA
President & CEO
Susan P. Growney, EA
Gayle L. Heffley, EA
Director of Tax & Accounting Services
Wealth Management & Financial Planning
Coordinated financial planning that offers investment and advisory work along with a full range of aggregated financial services for individuals, families, and businesses to help accomplish customized goals including investing or saving for education or retirement.
*Investment and financial planning services are offered by David Shaw through his affiliation with HD Vest.
Tax Planning, Preparation, & Representation
Business Accounting & Payroll
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How long does a $20 bill last?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Term insurance is the simplest form of life insurance. Here's how it works.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?