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)
News and Information Updates
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
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
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
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.
2nd Quarter 2019
TIMING ISN’T EVERYTHING In our recent discussions, some have asked whether it is time to “take some money off the… read more
1st Quarter 2019
“Education to take your trading to the next level. Only at TDAmeritrade.” – TV Commercial “Gut check and keep your… read more
4th Quarter 2018
“…like it’s 1999” – Prince, September 24, 1982 With 2018 in the books, we reflect on a period of extended… read more
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