Fraud and Technology
Multiple industries are seeing a rise in a new tactic of cyber-criminal activity that affects all consumers. Shoreline Financial Advisors… read more
Independent Registered Investment Advisor (RIA)
Archive for the 'Blogs' Category
5 Social Security Tips for Couples
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?
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
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
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
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
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
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?
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
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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