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Tag: Long term plan

Long term financial planning
April 27, 2021

By: Joseph Vecchio / 0 comment

The Value of a Long Term Plan

I’m often asked, “Where should I invest my cash if I plan to make a large purchase in two years?” My answer is always, “ Make a long term plan to help avoid market crashes. Put it in your savings account so you know it will be there when you need it.” Sure, you could […]

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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.