fbpx

Tag: CFP

Long term financial planning
April 27, 2021

By: Joseph Vecchio / 0 comment

The Value of a Long Term Plan

I’m often asked, “Where should I invest my cash if I plan to make a large purchase in two years?” My answer is always, “ Make a long term plan to help avoid market crashes. Put it in your savings account so you know it will be there when you need it.” Sure, you could […]

Read more
Confidentiality agreement
April 13, 2021

By: Joseph Vecchio / 0 comment

Are Interactions with a Certified Financial Planner™ – CFP® Confidential

We recently helped a client who was at an exciting, pivotal point in his life. After years of hard work, he was able to sell the company that he built and went from having a small amount of savings to having a life-changing amount of wealth. With the intention of investing this wealth in a […]

Read more
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 […]

Read more
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 […]

Read more
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 […]

Read more

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.