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Tag: Certified Financial Planner

letter of instruction
March 19, 2021

By: Joseph Vecchio / 0 comment

What is a Letter of Instruction?

By taking a few hours to write a letter of instruction, you can save your family a lot of headache in the event that something unexpected happens to you, or if they had to settle your estate. To improve your understanding of what a letter of instruction is, consider the following story: Mary is considered […]

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March 12, 2021

By: Joseph Vecchio / 0 comment

Why Free Trades Aren’t Free

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 […]

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March 17, 2020

By: Joseph Vecchio / 0 comment

Protect Yourself – Fee-Only Financial Planning

What is fee only and tax focused advice? As fee only advisor, I do not represent a bank, a brokerage firm, or insurance company. My sole source of compensation is paid directly by clients in the form of a fee. Why is that important? If you don’t know how your advisor is being paid how […]

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February 28, 2020

By: Joseph Vecchio / 0 comment

ARE YOU MENTALLY PREPARED FOR A 40% MARKET DECLINE?

Many investors are completely unaware of the amount of inherent risk in their investment portfolios. My job is to make sure you aren’t caught unprepared for the next gut-wrenching market correction. Now is the time to ask the question “How far can your investments drop in this market correction?” Once you understand how much of […]

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February 21, 2020

By: Joseph Vecchio / 1 Comment

Top 10 reasons to Hire a Certified Financial Planner for Medical Professionals…

1. MED SCHOOLS DON’T TEACH DOCTORS ABOUT PERSONAL FINANCE. Doctors are pretty much forced to learn financial planning and investing the hard way since there’s no other way to develop the skills and experience to feel confident when managing their personal finances. A good financial planner, particularly one who likes to educate their clients, can […]

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February 20, 2020

By: Joseph Vecchio / 0 comment

3 Financial Rules for Physicians and High-Income Professionals

INTELLIGENT HIGH-INCOME PROFESSIONALS TEND TO MAKE THE SAME MISTAKES WHEN IT COMES TO MAKING A DECISION ABOUT THEIR FINANCES. Here are 3 rules that all physicians can live by in order to make sure they avoid these mistakes and reach financial independence. Rule # 1 Focus on Saving a 20% Percent of Your Income If […]

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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.