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
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are some simple and inexpensive energy-saving tips that may help you save money.
To choose a plan, it’s important to ask yourself four key questions.
A few strategies that may help you prepare for the cost of higher education.
Understanding how capital gains are taxed may help you refine your investment strategies.
At what point can you call a personal vehicle commercial?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Learn how to harness the power of compound interest for your investments.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate