Archive for the 'Blogs' Category

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

Focus On What You Can Control

Posted on June 6th, 2017 · Posted in Blogs, Investment Advisory

Investment Guide Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing a… read more

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