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 […]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.