News and Information Updates

People in a meeting

Our Financial Planning Process

Posted on May 11, 2020 · Posted in Blogs, Financial Planning

Let’s Begin Financial planning is all about you— It encompasses your life and the things that are most important to… read more

Rolling Over Old Retirement Accounts

Posted on May 6, 2020 · Posted in 401k Rollover, Blogs, Retirement Planning

As a Registered Investment Advisor, we can manage brokerage accounts, IRAs (Traditional, Rollover, Roth, and Inherited IRAs), SEPs, SIMPLEs, Individual… read more

Understanding Medicare

Posted on March 26, 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

4th Quarter 2019

Posted on January 15, 2020 · Posted in Uncategorized

“It is difficult to make predictions, especially about the future.” Although the above quote is often attributed to Yogi Berra,… read more

3rd Quarter 2019

Posted on October 22, 2019 · Posted in Newsletters

“What a hell of a league this is.  Ah hit .387, .408, and .395 the last three years, and Ah… read more

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

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

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

Email to a friend
Like & Share
Follow & Share