What are you saving and investing for? Why are you working so hard to save money and put it into special accounts like 401(k)s and IRAs? Why should you divide that money between stocks, bonds and other “investments” you’ve never actually touched or even seen with your own eyes? What are you really trying to […]
Read moreShore 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.