PART 1 (TARGET DATE FUND INVESTMENT OPTIONS) My analysis of the RWJBarnabas Health Retirement Savings Plan I am committed to serving those to help others. One small way I can give back to our medical community is providing an objective look at the retirement plans that are healthcare heroes are offered. Retirement plans (401k & […]Read more
What gets measured, gets managed! The idea is simple – when you pay attention to something and actively track it, you’re more likely to improve it. The concept applies to many areas beyond business, including personal finance. Successfully managing your finances is about setting goals, then taking necessary steps over time to reach those goals. […]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.