Archive for the 'Blogs' Category

Understanding Medicare

Posted on March 26th, 2020 · Posted in Blogs, News, Retirement Planning

What is Medicare? Medicare is a national health insurance program for people 65 or older, certain people under 65 with… read more

fraud alert

Fraud and Technology

Posted on October 15th, 2019 · Posted in Blogs, News

Multiple industries are seeing a rise in a new tactic of cyber-criminal activity that affects all consumers. Shoreline Financial Advisors… read more

Social security tips for couples

5 Social Security Tips for Couples

Posted on October 1st, 2019 · Posted in Blogs, News, Retirement Planning

Social Security tips that should factor into a couple’s decision on when to file As you transition into retirement, you’ll… read more

Looking To Purchase A Second Home?

Posted on September 19th, 2019 · Posted in Blogs, Investment Advisory

Looking to purchase of an investment property or second home? Read this first. Owning a vacation home has been a… read more

social security myths vs facts

Social Security Myths

Posted on September 6th, 2019 · Posted in Blogs, News

Let’s debunk the top 5 Social Security myths As a public insurance program, Social Security is a complex system. With… read more


Solo 401(k) – A Great Idea for the Self-Employed

Posted on August 21st, 2019 · Posted in Blogs, Financial Planning, Retirement Planning

Learn how a solo 401(k) is great idea for the Self-Employed If you are self-employed and meet certain requirements, you… read more

A TOD Account Can Help Avoid Probate

Posted on August 15th, 2019 · Posted in Blogs, Financial Planning

Setting up a TOD account can help avoid probate and consequently be a viable quick fix when a trust hasn’t… read more

Interest rates have dipped to a 3-year low

Interest Rates Have Dipped To A 3-Year Low

Posted on August 7th, 2019 · Posted in Blogs

With the recent drop in interest rates, many have considered to refinance their mortgage. We wanted to share some key points to consider when considering a refinance.


Resolutions For 2019

Posted on January 7th, 2019 · Posted in Blogs

Start with the Basics Make sure you start with the basics when creating your resolutions for 2019. Create a Budget… read more


Should I buy a rental property?

Posted on February 14th, 2018 · Posted in Blogs, Investment Advisory

Rental properties are very popular among people looking to build wealth.  Part of the attraction is the ability to see… read more

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