Are your recommendations truly in my best interest? Imagine going to your doctor with a concern about your heart. Before running any tests, the doctor tries to sell you a pacemaker. The doctor then explains that you need to act today before prices go up. Later you learned that the doctor was paid extra to […]
Read moreWatching financial news on CNBC or Fox Business can whip anyone into a frenzy. The loudmouthed hosts, alarming headlines, and fear over missing out on a “hot stock” can make even the most disciplined investor anxious. However, it’s crucial to know that these outlets are primarily motivated by selling advertisements and luring in consumers. They […]
Read moreShore 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.