David A. Shaw, EA
President & CEO
Susan P. Growney, EA
Voted 'The Best' 4 Years in a Row
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
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Apps that help small business owners better manage and grow their business.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?