Financial planning doesn’t have to be difficult. Yes, there is a lot of technical jargon and complicated things we do behind the scenes, but many of those things can be listed out in laymen terms. So, I thought it would be fun to list 9 things to do for an excellent financial plan, with or […]Read more
Many people wonder how they can get ahead financially. The truth is that building lifelong financial stability is less about having the best possible trick up your sleeve and more about having long-term dedication. When you consistently make good financial decisions, you’re setting yourself up for a lifetime of personal finance success! #1: Save Early […]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.