In every crisis, good people do great things and bad people, well, they do some really, really bad things. This letter is about protecting yourself from the bad people. Never in my career have I seen so many scams in motion all at once. Crooks tend to step up their game in times of crisis. […]Read more
Your personal information is everywhere. It’s kept in social media accounts, online shopping accounts, financial accounts, and pretty much any other account you set up online or offline. Companies are quick to collect your information but continue to have problems securing it. Data breaches happen on an all too regular basis. So until online security reaches […]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.