Joseph Vecchio CPA, CFP®, MBA

Fee-only, tax-focused, holisitic financial planning. No sales, no commissions. Tax, Investment, Insurance, and Estate Planning in One Comprehensive Plan.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Is your income disappearing to taxes? This expert breaks down why wealthy investors focus on planning over paychecks to build true financial freedom. A must-watch.

#FinancialFreedom #WealthBuilding

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

When searching for an advisor, make sure you work with a fiduciary. This complicated sounding word just means that this advisor is legally bound to act in your best interest. Others can sell you products that may not be best for you, but a fiduciary will always put you first.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Do you know the difference between a Roth and a traditional 401(k)? The basic difference between the two comes when you pay the taxes. Learn more in our most recent blog!

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Insurance issues, including property and casualty policies, and appropriate levels of life insurance coverage are one of the top things to consider before buying a home. Make sure to stay on top of these issues with a checklist found in our most recent blog.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Tax season may be over, but it is never too early to start planning on how you can save your money by reducing taxes. As a CPA, I have years of experience helping clients keep their hard earned money. Visit our website, https://t.co/xsKPf2LPJW, to learn more.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

The last step in figuring out how much you need to save for retirement is to constantly revisit and revise your plan! Life changes and your retirement needs will as well.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

The first step to figuring out how much you need to save for retirement is an analysis of your current expenses. From there, you need to question how those expenses will change in retirement. While this step may be tedious, it is necessary. Learn more in our most recent blog.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Avoid tax penalties with the help of Shore Financial Planning's fiduciary service. Our expert advice and management can provide you with financial peace of mind.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

When is the last time you took five minutes to ask someone for a discount? This can be done proactively or reactively and save you up to thousands of dollars at the cost of a few minutes of your time. Check out our advice on how to ask for discounts on our website.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

There are many extremely easy ways to save money in 2021 that most people have never tried! Learn our top five easy ways to save money in a new bog out now.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Are you saving enough to retire? Remember, in order to plan for a financially free retirement, you need to save at least 15% of your monthly income. Our experts at Shore Financial Planning can help you save, organize, and invest to find financial peace of mind.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Also known as tax gain harvesting, capital gains harvesting is the process of turning unrealized long-term capital gains into realized capital gains at a specific time for tax purposes. Learn when and how to use this technique in our new blog.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

How much do you know about the American Social Security system? While it may not be your saving grace come retirement, it is beneficial to anyone looking to supplement their retirement income. Learn more in a new blog out now!

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Save your money today and it will save you tomorrow! You should have an emergency fund that covers three to six months worth of expenses. In a worst case scenario, this emergency fund could save your financial life.

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Over 50% of Americans over 55 have no retirement savings. You don't have to be a part of this group - Let us help you create a comprehensive retirement plan without sacrificing your standard of living!

#financialfreedom #financialplanning #entrepreneur #retirement

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

If you need sound financial advice, look no further than Shore Financial Planning! Call us today for a free no obligation consultation.

#financialfreedom #financialplanning #entrepreneur #retirement #wealth #wealthmanagement #retirementplanning

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Were you overwhelmed by tax season this year? If so, call us for a comprehensive tax plan and allow us to take the stress off your shoulders.

#financialadvisor #financialfreedom #financialplanning #entrepreneur #retirement #wealth #wealthmanagement

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Check out our latest blog post to learn how a long term plan can help you achieve your financial goals!

#financialadvisor #financialfreedom #financialplanning #entrepreneur #retirement #wealth #wealthmanagement #retirementplanning #personalfinance #covid

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Deciding how to invest your savings can be extremely difficult in todays market. Call us for a free no obligation consultation and leave your worries behind!

#financialfreedom #financialplanning #entrepreneur #retirement #wealth #wealthmanagement #retirementplanning

[Joseph Vecchio CPA, CFP®, MBA @shorefp]

Check out our latest blog to learn how you can break free from your 9-5 job!

#financialadvisor #financialfreedom #financialplanning #entrepreneur #retirement#wealth #wealthmanagement #retirementplanning #personalfinance #covid #motivation