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Tag: small business owner

Retirment Plans For Small Business Owners
November 2, 2021

By: Joseph Vecchio / 1 Comment

Common Retirement Plans For Small Business Owners

As a business owner you have many options when establishing retirement plans. Several key factors, specific to each client’s unique situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted retirement plans, we have created this chart. You can use this guide […]

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March 9, 2020

By: Joseph Vecchio / 0 comment

The #1 Way To Cut Taxes

There are any number of different things Small Business Owners can do to cut taxes,  including… tax strategies to implement deductions to take tax credits to claim, and legal loopholes to take advantage of Deductions and Tax Credits Alone Won’t Profit You The truth is, on April 15th, it doesn’t matter how many different tax […]

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March 5, 2020

By: Joseph Vecchio / 0 comment

Invest In Your Business For Wealth Creation

Many of us feel an innate need to make contributions to tax advantaged retirement plans every year.  When it comes to personal finance, much of what we read, hear, and see in the media centers on plowing money into your 401k every single year, no matter what. In general it’s great advice.  Save early and […]

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March 3, 2020

By: Joseph Vecchio / 0 comment

Entrepreneurship as a Means to Financial Independence

When you read the word entrepreneurship, I’m guessing you have a few predisposed thoughts that enter your brain. It’s probably some kind of picture, idea, or very possibly a stereotype of what you think entrepreneurship is all about. For most people this image probably has something to do with a new idea, passion, long hours, […]

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February 24, 2020

By: Joseph Vecchio / 0 comment

How a tax-focused financial advisor can help small business owners

A tax-focused financial advisor has the experience and expertise to help you make the most of your initial capital investment into the business. They can help you assess the viability of your business model and outline strategies and timelines for your path to profitability. Here are some of the ways a financial advisor can ensure, accelerate, […]

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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.