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December 08, 2022

Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022

9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
Research & Insights
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AdvisorHub ranked Sheila S. Shaffer as a Woman Advisor to Watch
Sheila S. Shaffer has been ranked amongst the 25 Women Advisors to Watch by AdvisorHub.

How our behavioral biases impact investment decision-making (Part I)
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias

Sheila Shaffer Named to the 2021 Forbes Top Women Wealth Advisors List
Shaffer Is Recognized for a Fifth Year in a Row by Forbes