Discoholic 🪩
ellievsbear
Three Goblin Art
will byers stan first human second
@theartofmadeline
2025 on Tumblr: Trends That Defined the Year
No title available
let's talk about Bridgerton tea, my ask is open
⁂
todays bird
noise dept.
taylor price
Sade Olutola
pixel skylines
tannertan36
KIROKAZE
$LAYYYTER
hello vonnie
almost home
NASA
seen from Malaysia
seen from Spain
seen from Malaysia
seen from Netherlands
seen from Netherlands
seen from T1
seen from United States
seen from United States
seen from United States
seen from United States
seen from United States
seen from United States
seen from Brazil
seen from United States
seen from United States
seen from United States
seen from Netherlands
seen from Malaysia
seen from United States
seen from South Korea
@shorefp-blog
As the year starts, this is the time where you focusing on what should be done for the next 12 months and how these steps align with the financial planning process and goals. As you know, a new year comes this expectation that we have ‘resolutions’. This means in our quest to start anew, we …
The more you know about how advisors get paid—and how that can affect their advice—the better. How does your financial advisor get paid?
Financial advice is more than just numbers and money it is about knowing "WHY" you are saving and what you are working for.
Anyone can call herself a financial advisor if she isn't a fiduciary, she's just a salesperson trying to make a living off of financial products they sell!
A Good Financial Plan Will Get You to Where You Want to Go But That Begs the Question of Where Do You Want to Go? You are more than you money! Your financial plan will be developed to achieve what is most important in your life. We do not deal in dreams, but we must start there. First, you dream, and then to realize those dreams, you change.
Deciding in advance how you will spend your money ensures you are making regular progress toward financial independence and keeps your plan on track. If you are dealing with debt and spending issues, I will help you set priorities and gain control over your money.
Learn How to Pay for all of your Children’s College Education Down to the Penny! We have reverse engineered the process to help families like yours. We’ll start by figuring out how to pay for college without robbing your retirement, and support your plan with a smart investment strategy.
The most critical points in your journey to financial independence come at transition points. Sometimes a transition is part of a natural growth process, but often it is the result of some life trauma: a death divorce, disability, or job loss.
Estate planning goes well beyond making a will. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, minimizing estate taxes, determining when a trust is appropriate, and deciding how to most effectively transfer ownership of a small business.
Are your Current Insurance Policies Covering all of your Risks? Objective Insurance Analysis. Typically most insurance policies people own have been SOLD to them by commissioned salespeople that most likely have not taken into account their whole financial picture.
Our investment process begins with a portfolio review. We inventory all of your assets and analyze your existing investments. Next, we develop an asset allocation strategy based on your goals, risk tolerance, and your tax situation.
We are working with you throughout the year, not just when it’s time to file your return, so we spot new opportunities for tax savings as they arise, and you have the necessary time to act on our advice.
The financial review is a one-time appointment that helps answer your most immediate financial planning questions. As a fee-only financial advisor, we do not sell any products nor do we work on commissions. You’ll receive objective advice and you’ll leave with specific, written recommendations tailored to your unique situation.
This initial meeting is not an elaborate meeting where we spend hours gathering data and digging into the details. This meeting is for you. It is an opportunity to see if we have a good fit. If you choose to work with an experienced, independent, fee-only CFP® & CPA, you’ll be working with one of the best and most trusted advisors in the profession.
Ongoing financial planning support and assistance. A personal “financial bodyguard” protecting you against threats, debts and the IRS. Enjoy peace of mind ALL your financial needs are covered by a trusted fiduciary.
Need a fee-only financial planner for Red Bank financial planning and Fiduciary advisor in NJ or Monmouth County? Reach out to us. Call us at 732-704-8982.