The SECURE Act and the changes it brings, particularly to retirement rules. Funding your retirement is likely one of the biggest financial challenges you will encounter in your entire life. As if that weren’t enough, the government has all sorts of rules about how you can save your money, and when you can or can’t […]
Read moreMost people don’t realize how vulnerable they are or what they can do to maximize their security. After watching, I guarantee you will be better prepared to protect yourself, your family, and your business from the quietly raging cyber wars targeting us all.
Read moreWhat parents need to know to save on sending their child to college PROBLEM: Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they tumbled unprepared into the late-stage college funding pressure cooker. SOLUTION: Develop your College Funding Strategy now!
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.