News and Information Updates

fraud alert

Fraud and Technology

Posted on October 15, 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 1, 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

social security myths vs facts

Social Security Myths

Posted on September 6, 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 21, 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

Looking To Purchase A Second Home?

Posted on September 19, 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

A TOD Account Can Help Avoid Probate

Posted on August 15, 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 7, 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.

2nd Quarter 2019

Posted on July 11, 2019 · Posted in Newsletters

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

Posted on April 25, 2019 · Posted in Newsletters

“Education to take your trading to the next level.  Only at TDAmeritrade.” – TV Commercial “Gut check and keep your… read more

4th Quarter 2018

Posted on March 8, 2019 · Posted in Newsletters

“…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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