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Tag: financial independence

Economics 101 & the Stock Market
January 31, 2022

By: Joseph Vecchio / 0 comment

Economics 101 & The Stock Market Bubble

As a professional trader in my prior life (between the years of 1997 – 2019) I became conversant with the stock market and learned the truth about Wall Street. I was fortunate to become financially independent enough to start my own financial planning firm – Shore Financial Planning, located in Monmouth Beach, NJ. Throughout my […]

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Passive Investment Philosophy
October 7, 2021

By: Joseph Vecchio / 1 Comment

Shore Financial Planning’s Investment Philosophy

The Solution to the Challenge of Investing The real key to successful investing involves disciplined application of three major themes found in modern prudent fiduciary investing:  Broad diversification of risk Low costs Low taxes (for taxable investors).  These factors allow investors the chance to reduce portfolio risk and enhance long term wealth effectively and efficiently. […]

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April 17, 2020

By: Joseph Vecchio / 0 comment

7 Steps to Financial Independence

#1 – START FROM THE END Stephen Covey, author of The Seven Habits of Highly Effective People, often stresses the importance of beginning any project with the end in mind. What does this mean for you, as someone who wants to ensure a safe and secure financial future? It means that you should start by […]

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April 9, 2020

By: Joseph Vecchio / 0 comment

7 Steps To Financial Independence (step#1)

STEP #1 START WITH THE END IN MIND Stephen Covey, author of The Seven Habits of Highly Effective People, often stresses the importance of beginning any project with the end in mind. What does this mean for you, as someone who wants to ensure a safe and secure financial future? It means that you should […]

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April 1, 2020

By: Joseph Vecchio / 1 Comment

10 Steps Of Personal Finance

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 […]

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March 26, 2020

By: Joseph Vecchio / 0 comment

The Path To Financial Independence

The Richest Man In Babylon This is a story about a chariot builder in ancient Babylon named Benazir. Benazir works hard but year after year he remains poor while his friend, Arkad a scribe grows wealthy. One day Benazir asks Arkat for the secret of his great wealth and our cat replies. I found the […]

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March 25, 2020

By: Joseph Vecchio / 0 comment

Achieving Financial Independence = F.I.R.E.

The traditional approach to retirement has been to put your head down and work hard until your mid-60’s, at which point you stop working altogether and enjoy the “golden years.” The idea is that you put in your time over the years and retirement is the reward for your effort; the point when you can […]

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March 3, 2020

By: Joseph Vecchio / 0 comment

Entrepreneurship as a Means to Financial Independence

When you read the word entrepreneurship, I’m guessing you have a few predisposed thoughts that enter your brain. It’s probably some kind of picture, idea, or very possibly a stereotype of what you think entrepreneurship is all about. For most people this image probably has something to do with a new idea, passion, long hours, […]

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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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February 7, 2020

By: Joseph Vecchio / 0 comment

Podcast #3 Financial Planning Process

[player id=1934] Joseph Vecchio CPA, CFP, MBA a self-described ‘Hard-Core Fiduciary Advisor’ gives a behind the scenes look into the financial planning process with potential new clients. Learn the 3 BIG QUESTIONS that he uses during a discovery meeting to discover potential client’s motivating factors in life.

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Securities and Advisory Services offered through Calton & Associates, Inc. a Registered Investment Advisor. Member FINRA /SIPC. 2701 N. Rocky Point Dr., Ste. 1000, Tampa, FL 33607 • (813) 264-0440 Shore Financial Planning is not owned or controlled by Calton & Associates.

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.