Introduction:Retirement. It’s the golden period of life we all dream of – the time to finally savor the fruits of our labor, travel to exotic destinations, or simply relax with loved ones. Yet, achieving this idyllic retirement isn’t a matter of luck; it’s about meticulous planning and strategic decision-making. In this blog post, we’ll delve […]
Read moreIntroduction: When it comes to handling your finances, especially taxes, trust is paramount. Yet, many people overlook the importance of thoroughly vetting their tax preparer, despite the sensitive nature of the information they handle. At Shore Financial Planning, we understand the significance of selecting the right tax professional, which is why we’ve compiled these eight […]
Read moreDiscover the Power of Proactive Tax Planning to Permanently Reduce Taxes and Grow Wealth. How it Impacts the Business and/or Real Estate Owner: Taxes can be the largest recurring expense for business and real estate owners, often delaying or even destroying wealth-building plans. On average, individuals worldwide pay 30-50% of their income in taxes, including […]
Read moreFiling your taxes is never fun. Whether working with a tax professional or doing it on their own, you may feel stress. We hope this guide will help better equipped you to navigate the process of gathering your documents for filing your 2023 tax return. This checklist covers the key issues to consider when preparing […]
Read moreThere are lots of important numbers that taxpayers need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. To help taxpayers, we’ve created the two-page “Important Numbers” summary guide. This quick reference guide covers the most […]
Read moreShore Financial Planning prepares tax returns for individuals and small businesses. We recommend that our clients’ create an online account with the IRS in order to independently verify your tax records on an expedited basis to help assist with ongoing: Tax Preparation Tax Planning Identity Protection Assistance with tax issues The account creation process is: […]
Read moreShore 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.