Main Street Financial Solutions of Toms River

10/23/2025

02/27/2025

Sorry to be so late with this, but if you're looking for 2025 tax info, here you go.

Enjoy!

11/08/2024

Hi, all. I'm seeing a lot of interest/views lately, which is great. I really appreciate the support.

I guess the big question after the election is, where do the markets go from here. I think we have a strong stock market, but I'm worried about bonds. The bond market is telling us that there's trouble ahead.

Be careful out there and as always, reach out for a free consultation if you're interested.

07/20/2024

Well, now. Isn’t this just grand? 😁

05/18/2024

Another great Main Street Financial Solutions summit is in the books. So much good info was shared - along with some great peer experiences.

I was honored to speak on my successes with new clients, and all I can say is thank you all so much for your support. 2024 has been quite a year, and we’re not even halfway done.

Thanks to Brett Danko for building a home for all of us.

05/03/2024

Well, Finance 101 is in the history books now. Thanks to those who showed up on a beautiful Thursday evening. I hope you all learned something useful.

Until next time…

04/26/2024

Only one week to go for Finance 101 class!

Please get your rsvp in to me at [email protected] because the library is requesting a final headcount.

See you all there

PS - This will be the most fun and rewarding experience I can make it. No boring lectures allowed 😎😎

04/10/2024

Only 10 spots left.

This is must-know info if you’re heading into retirement soon.

03/20/2024

Ok, people, it’s official. I will be having a free financial literacy event on May 2nd from 6:30 to 8:00 pm at the Ocean County Library called Finance 101. We’re going to cover the basics of investments, estate and retirement plans, economics and markets, and anything else you might want/need to know to handle your financial life.

Did I say free!! Yep, no cost, no obligation, and since I’m a CFP®️professional, nothing to sell, either. Please RSVP because we are limited to 25 people per the Library.

Hope to see you there.

02/27/2024

🎈Investing 101🎈
"Don't make decisions based on emotions."

🤷This is something we have all been taught, and many advisors teach their clients, but why?

We've all seen the data on selling positions when markets get volatile and how that "Timing" will burn 99% of people. Or, prospects/clients deciding to choose a specific Financial Advisor because “He/she's really nice and kind".

🫠This all makes sense right? soo... when are emotions ok to lean into?

Here are some things I tell my prospective clients when we have our intial meeting:

👉"Mr. & Mrs. Jones, I think we should address the elephant in the room here. You already have a Financial Advisor (or already chatted with many) and that's OK, in fact it's encouraged. You are going to hear everyone tell you their strategies are the best thing since sliced bread. They are going to tell you why their fee is worth it and the benefits you get as being better dollar for dollar than others. They are going to tell you how they can put together a plan that will meet all your hopes, wants, and dreams.
But here's the secret, majority of the time, they have access to the same investments as the next guy. Everyone has a different philosophy and sometimes we get caught up trying to find the "Best". The best changes often. The best investment strategy 10 years ago is not the same today.

Something I am going to encourage is to allign in these 5 areas:

- Risk Philosophy
- Proper Emotional Decision Making
- Personality Compatibility
- Expertise Alignment
- Cost to Service Breakdown

If there are set expectations day 1, then this relationship will work. Not flawlessly, but to the best capacity we can as non perfect humans. This way we avoid the feeling of wanting to fire you or you firing us.
So , with that being said, this conversation is going to be purely educational to see if we allign in all these key areas."👈

💪We then move on to discuss a lot about our philosophy on a financial and emotional level because they are both very important.

👨‍🎓Try it out. 👩‍🎓

01/27/2024

Did a little side project at Toms River North HS career day. Awesome group of kids.