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Tag: wealth planning

Build Wealth. Yellow post-it note with "Tax Time! Need Help?" written on it
January 26, 2021

By: Joseph Vecchio / 0 comment

Build Wealth Using Tax Planning

Taxes are often viewed as a burden on wealth, but in reality, they can be leveraged to build wealth. By taking an unconventional look at tax planning, and consult a certified financial planner, you can actually start to put more money in your pocket.  The Government Wants you to Pay as Few Taxes as you […]

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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.