PART 2 – Analyzing The Investment Options a Financial Salesperson has Chosen For YOU (DO IT YOURSELF OPTIONS) if you missed read PART 1 NOT ALL RETIREMENT PLANS ARE EQUAL My assessment of the WJBarnabas Health Retirement Savings Plan is that this plan best serves the person/firm that sold this plan than to its participants. […]
Read morePART 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 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.