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Shore Financial Planning
  • Home
  • Our Team
  • Services
    • Comprehensive Financial Plan
    • Tax Advantged Wealth Management
    • Tax Planning
    • Retirement Planning
  • Our Difference
    • Certified Financial Planner (CFP)
    • Financial Advisor CPA
    • The Fiduciary Difference
    • Cost & Benefits
  • Insights

Blog

October 3, 2022

By: Joseph Vecchio / 0 comment

2022 – THE END Of The Greatest Bond Market Bubble In Financial History

The bond market today resembles the stock market in 1998-2000 and the real estate market in 2006-2007!!! Both Asset Bubbles were predictable and ended badly for investors!!! How is it possible to make such a claim??? Risk vs. Reward Analysis Based On Valuations We are at a rare point in history where the risk/reward analysis […]

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How To Choose A Financial Advisor
July 28, 2022

By: Joseph Vecchio / 0 comment

How To Choose A Financial Advisor

Choosing your advisor may be one of the most important financial decisions you make. Your advisor will be your partner in making financial decisions and choosing your investment strategy. Many people call themselves financial advisors or financial planners. Yet, not all financial advisors are created equal! Let’s take a look at how to find the […]

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March 28, 2022

By: Joseph Vecchio / 0 comment

Benefits of a Roth IRA

Tax-free withdrawals. Although a Roth IRA does not provide a current tax benefit as you contribute after-tax dollars to your account. But withdrawals are tax-free. If you think your tax rate in retirement will be higher than it was while you were working, you should consider a Roth IRA. Two factors could drive this:  You expect […]

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What you Need to know when Donating your Car.
March 14, 2022

By: Joseph Vecchio / 0 comment

Vehicle Donation: Everything you Need to Know

Do you have an old vehicle that you no longer use? If so, one option to dispose of it is to donate it to a charity. Depending on the needs of the charity and the type of vehicle you own, the charity may use the vehicle itself, sell it to a salvage yard or sell […]

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IRS Online account is a useful tax preparation tool
March 1, 2022

By: Joseph Vecchio / 0 comment

401(k) Planning: What you Need to Know

If you’re like many Americans, you may feel some unease when there is volatility in the markets. No matter what happens, try not to cash out your 401(k), a move that could trigger taxes and reduce your retirement security in the long run. Be patient, and let your money keep growing through the market’s ups […]

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elder and college planning
February 24, 2022

By: Joseph Vecchio / 0 comment

Elder Care and College Planing, a Sticky Situation

Many individuals find themselves in the sticky situation where elder care planning for a parent and applying for financial aid has placed financial strain upon them. Parents want to do right by both their aging parent and child, but given the collision of events they may have to make a hard choice.  To set the […]

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Why should I hire a fiduciary advisor
February 14, 2022

By: Joseph Vecchio / 0 comment

How to Know if a Financial Advisor is a Fiduciary

Do you want to know if your financial advisor is a fiduciary? Just ask. The easiest way to find out if your advisor is a fiduciary is simply to ask. If your advisor says they’re not a fiduciary, ask why. The advisor should offer a clear, concise and logical explanation. They also should be willing and […]

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cashflow checklist
February 8, 2022

By: Joseph Vecchio / 0 comment

A Financial Planning Checklist: Cash Flow

The cash comes in. The cash goes out. We’re all familiar with how cash flow works. However, are you taking the proper steps to track and manage this crucial piece of your financial plans. That’s why we’ve created a financial planning checklist that addresses cash flow management.  Your Role In The Conversation Generally speaking, people […]

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Economics 101 & the Stock Market
January 31, 2022

By: Joseph Vecchio / 0 comment

Economics 101 & The Stock Market Bubble

As a professional trader in my prior life (between the years of 1997 – 2019) I became conversant with the stock market and learned the truth about Wall Street. I was fortunate to become financially independent enough to start my own financial planning firm – Shore Financial Planning, located in Monmouth Beach, NJ. Throughout my […]

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How Fee-Only Advisors are Paid
January 24, 2022

By: Joseph Vecchio / 0 comment

How do Fee-Only Financial Advisors get Paid?

There are two basic advisor payment structures to be aware of, fee-only and commissions.  Fee-Only advisors do not accept any fees or compensation based on product sales.  On the other hand, commission-based agents and brokers are paid commissions from the products they sell. Fee-only financial advisors, such as the members of our team always operate as fiduciaries. […]

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Recent Posts

2022 – THE END Of The Greatest Bond Market Bubble In Financial History

October 3, 2022
How To Choose A Financial Advisor

How To Choose A Financial Advisor

July 28, 2022

Benefits of a Roth IRA

March 28, 2022

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Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.

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