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Tag: business valuation

March 5, 2020

By: Joseph Vecchio / 0 comment

Invest In Your Business For Wealth Creation

Many of us feel an innate need to make contributions to tax advantaged retirement plans every year.  When it comes to personal finance, much of what we read, hear, and see in the media centers on plowing money into your 401k every single year, no matter what. In general it’s great advice.  Save early and […]

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January 16, 2020

By: Joseph Vecchio / 0 comment

THE NUMBERS GAME: WHY ALL ENTREPRENEURS MUST LEARN THE RULES OF THIS GAME

This is the golden age of entrepreneurship. From a college dropout with a brilliant business idea, to an excellent home baker starting an online bakery, entrepreneurs in the new millennium are changing the tides of traditional businesses. But with 50% of start-ups shutting their doors even before they hit the 5 year mark, the one […]

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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.