The majority of our focus when dealing with our money is on our spending and savings. Our common view is that we will save over a long career to build up our 401k and other investment accounts so that we can retire one day. This is necessary and wise but there is much more to […]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.