David A. Shaw, EA
President & CEO
Susan P. Growney, EA
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
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
The History of Retirement
Do you know where the idea of “retirement” comes from?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Your credit score may influence how much you pay for auto and home insurance.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The uncertainties we face in retirement can erode our sense of confidence.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.