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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Is your estate in order? This short quiz may help you assess your overall strategy.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Can you keep up with your children’s mobile slang?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Ascertaining the value of your business is important for a variety of reasons.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate