Mary

/Mary Ballegeer
Mary Ballegeer

About Mary Ballegeer

While my career spans nearly a decade’s worth of experience supporting financial advisors, I always struggled with the idea of getting on the planning path myself. Many aspects of financial planning seemed like things I would find enjoyable in my career. I truly enjoy getting to know people and finding out what matters most to them. As an avid reader, I love staying on top of current events and learning more about how they impact financial markets. Luckily, not only did I discover the world of fee-only planning, but I discovered Single Point Partners. I am so grateful Rene and I crossed paths on the MassVentures board and I am thrilled to be on the team as a Planning Analyst. I live in Newton with husband Mark.

Name Change & Prenup Follow Up

By |2019-08-07T13:59:40+00:00August 7th, 2019|Categories: Family Planning, Single Point of View|

I know, just when you were getting used to me being a member of Single Point and the unique spelling of my last name… I’m changing it! I’ve decided to take my husband’s last name (and move up one spot in the alphabet) so we wanted to make you aware that you will start seeing [...]

What to do about the Capital One Data Breach

By |2019-07-30T17:42:13+00:00July 30th, 2019|Categories: Lending, Single Point of View|

Capital One announced a data breach yesterday, which is estimated to impact approximately 100 million individuals. Customer data, including credit scores, contact information and in some cases, social security numbers and bank accounts were compromised for their customers or people who applied for credit card products from Capital One. More information on the breach can be [...]

A Messy Conversation About Prenups

By |2019-06-11T19:44:58+00:00June 11th, 2019|Categories: Estate Planning, Family Planning, Single Point of View|

What happens when a romantic realist marries a hopeless romantic? A messy conversation about prenups. The topics of money, death and divorce are each hard enough to discuss on their own and a prenup is a triple whammy of all three. At once. During what is supposed to be one of the most romantic times [...]