Category: Uncategorized

October 27, 2020

By: Joseph Vecchio / 0 comment

The 5 Best Questions To Ask Your Financial Advisor In 2020

There are over 300,000 financial advisors in the U.S. with no standard requirement to earn the title(s): financial advisor, financial planner, wealth manager, etc. How would you feel about going to a doctor who was never sworn under the hippocratic oath to preserve and protect life? If that idea makes you uncomfortable, this blog is […]

Read more
October 19, 2020

By: Joseph Vecchio / 0 comment

The Top 7 Financial Mistakes You’re Probably Making

7 Financial Mistakes You’re Probably Making Right Now:   1) You Don’t Save Your Money     We’ve all heard this before and that’s because it’s one of the most important things you can do, not only to save money but also to add to your money. Any financial advisor will tell you that you […]

Read more
Shore Financial Planning © 2021 All Rights Reserved.

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.