The term “generational wealth” is thrown around a lot in today’s world. But what does it actually mean? Beyond mere financial accumulation, generational wealth represents a legacy—a lasting foundation of prosperity designed to benefit not just the present generation, but those to come. It embodies the foresight and commitment to provide future family members with […]
Read moreIn today’s fast-paced and unpredictable world, achieving financial resilience is more critical than ever. Economic downturns, job loss, unexpected expenses – these are just a few of the curveballs life can throw our way. However, by mastering the art of financial resilience, individuals can build a strong foundation to weather any storm and emerge stronger on the other side.
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.