From our friends at AARP: Your Personal Info Is Out There. Now What? https://lnkd.in/eGhb7gUn
Jersey Shore Financial Advisors LLC
金融服务
Tinton Falls，New Jersey 62 位关注者
Protecting your family's wealth from predators, creditors & Senators.
关于我们
Jersey Shore Financial Advisors, LLC is a New Jersey Registered Investment Advisor When you are a new, or soon to be new widow, life can move quickly. When life brings about major changes it can be difficult to slow down, take stock of what needs to be done, and plan properly. Whether it be sudden wealth due to the loss of a spouse, an unexpected inheritance or proceeds from a divorce, having a guide by your side who can help you address the myriad of decisions that lay in front of you is vital. Founder & principal planner Thomas J Duffy, CFP?, MBA, CRPC?, CDFA? is a member of the following organizations: ? National Association of Personal Financial Advisors ? Financial Planning Association of NJ ? Estate and Financial Planning Council of Central NJ ? Eastern Monmouth County Area Chamber of Commerce Tom also is adjunct instructor of Financial Well Being in the Cotsakos College of Business at William Paterson University, Wayne NJ
- 网站
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https://www.myfamilyfiduciary.com
Jersey Shore Financial Advisors LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Tinton Falls，New Jersey
- 类型
- 自有
- 创立
- 2007
- 领域
- Fee-only financial planning、Business succession planning、Retirement income planning for widows和Financial life planning
地点
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主要
获取路线
55 Gilbert St N
US，New Jersey，Tinton Falls，07701
Jersey Shore Financial Advisors LLC员工
动态
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SCAN New Jersey Senior Moments Podcast https://lnkd.in/eHFC9REP
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The Anti-News Financial News If you've been searching for a better way to understand what's happening in the market without being inundated with pessimism and negativity, we're here for you. Periodically I share our perspective on the headline news stories in a way that will leave you feeling encouraged and more confident in the pursuit of your financial goals. No more of this, "What to do with your portfolio today" nonsense. Just our straightforward thoughts on what's happening through the lens of historical perspective to help you become a more informed and successful investor. Subscribe to Duffy's Crystal Ball Report here https://lnkd.in/erQakC3B .
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These pros help keep ailing, aging loved ones safe — but it's a costly service https://lnkd.in/eJAYCviK
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The Anti-News Financial News If you've been searching for a better way to understand what's happening in the market without being inundated with pessimism and negativity, we're here for you. Periodically I share our perspective on the headline news stories in a way that will leave you feeling encouraged and more confident in the pursuit of your financial goals. No more of this, "What to do with your portfolio today" nonsense. Just our straightforward thoughts on what's happening through the lens of historical perspective to help you become a more informed and successful investor. Subscribe to Duffy's Crystal Ball Report here https://lnkd.in/erQakC3B .
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What Issues Should I Consider If My Spouse Passed Away? This checklist covers 29 of the most important planning issues to identify and consider if your spouse has recently died. Free download here: https://lnkd.in/eCxBRiSG
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Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited? This flowchart covers the key issues to consider when inheriting property Free download here: https://lnkd.in/ex8q_6bA
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AARP Report Warns of Spike in Scam Attempts During the Holidays https://lnkd.in/eiKvk3C9
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What Issues Should I Consider With My Social Security Retirement Benefits? Social Security retirement benefits can be particularly complex. You're not alone if you struggle with your claiming decision. This checklist helps you identify issues you should consider regarding your Social Security Claiming Options. Download the checklist here: https://lnkd.in/eMc-pJXK
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Meet Susan Salvanto, SCAN’s Benefit Enrollment Manager. A free benefits screening is a phone call away, and you may be eligible for additional benefits for Medicare, food, utilities, and medicine. Don’t delay; take advantage of this free service from SCAN. Susan Salvanto, BEC Manager https://lnkd.in/eZSMTdp7
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