Wouldn’t it be amazing if trades were free? A newer investing platform that comes with its own snazzy app aims to do just that. It’s called Robinhood, and it has become increasingly popular during the pandemic, but are trades on this platform really free? Not really, and here’s why. Commonplace Investing Fees There is really […]
Read moreWe are excited to welcome Luke Carey, CFP, MS to our team at Shore Financial Planning. Luke has developed a deep personal interest in financial planning through watching his mother, a single parent, work hard to put herself through college while simultaneously building a career. Luke’s experiences with loss and personal injury have given him […]
Read moreMarket fluctuations and the types of investments you have can cause your portfolio to get out of balance. How you react to this can either keep your portfolio in line with your long term goals…or add unnecessary risk to your future. Market ups and downs make it difficult to know when to make adjustments…and when […]
Read moreThere are many benefits to working with a Certified Public Accountant, and most people find them to be well worth the cost. While anyone can file taxes on their own or use a different tax preparation solution, it is not always the most cost effective option. As the saying goes, just because you can do […]
Read moreThere 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 more7 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 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.