Shaffer McGreevy Spainhour - Janney Montgomery Scott, LLC

 

 

 

 

 

 

 

 

 

 

 

 

 

Welcome to our Web site!

We are an experienced team of five individuals with over 70 combined years in the financial industry, dedicated to providing our clients with an unparalleled standard of financial advice, planning, asset management, and service. Our team: Sheila Shaffer, Shannon McGreevy, Dan Spainhour, Allyson Albert, and Paul DeRosa is committed to the overall financial success of our clients.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, wealth preservation, and insurance. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

Shaffer McGreevy Spainhour

 

Recognized as one of Washington's Premier Wealth Advisors

The National Association of Board Certified Advisory Practices

Washington Business Journal - September 16, 2011

 


 
Calculators

Car Affordability

How much can you afford to pay for a car?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →