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 […]Read more
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 […]Read more
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, […]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.