About Seth Corkin

As a Personal CFO, my goal in working with every client is simple – help them prioritize and achieve their various personal and financial goals. I partner directly with clients to help them quantify and evaluate the technical and emotional aspects of every financial decision given their individual circumstances. I strive to provide a concierge-level service when advising clients and coordinating all facets of their financial lives. Prior to joining Single Point, I was a Wealth Strategist at Bainco International Investors, working primarily with entrepreneurs, small business owners, and beneficiaries of generational wealth to integrate tax and estate planning strategies into their overall investment plan. Before Bainco, I was a counselor at The Colony Group where I provided holistic financial planning services to executives at both private and public companies, helping them navigate their unique compensation structures, equity incentive plans, and upcoming liquidity events. My passion for financial planning began in college while completing my undergraduate coursework at the University of Wisconsin-Madison where I developed an interest in the analytical and problem-solving components of planning. I consider myself a “lifelong learner” and am always eager to pursue educational opportunities that will help me better serve the clients with whom I work. As someone who is passionate about financial literacy and access to advice, I volunteer my time to help low-income Massachusetts residents through the Midas Collaborative as well as patients at the Dana Farber Cancer Institute. I was recognized as the 2017 Volunteer of the Year by the MA Chapter of the Financial Planning Association (FPA). In addition to my pro bono work, I am an active member of the FPA and am on the NexGen and Finance Committees for our chapter. I live in Brookline with my wife, Olivia, and am an avid Wisconsin Badger and New England sports fan.

Ukraine Humanitarian Relief

By |2022-03-29T20:08:47+00:00March 29th, 2022|Categories: Charitable Planning, Single Point of View|Tags: |

It’s difficult to turn on the news these days without seeing the crisis in Ukraine unfold. We’ve had several clients reach-out with interest in supporting relief efforts in Ukraine and accordingly wanted to send out a message with some resources if you are considering donating. Fidelity Charitable has produced a page on their website to [...]

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What’s New(s) with Seth: January 2022

By |2022-01-31T17:40:37+00:00January 31st, 2022|Categories: Single Point of View, What's New(s)?|

Wait, wasn’t the last “monthly” What’s New(s) with Seth in September? What happened to Q4?  Little known fact about our PCFOs, there are only 10 months in their year because Oct/Nov/Dec are all combined into one long month we call “Year-End Planning”.  They spend this time laser focused on making sure no stone is unturned [...]

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What’s New(s)? with Seth: September 2021

By |2021-09-23T16:45:38+00:00September 23rd, 2021|Categories: Single Point of View, Tax Planning, What's New(s)?|

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  The house panel pushed through a revised tax proposal on 9/13/21.  While there will most certainly be [...]

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What’s New(s) with Seth? July(ish) 2021

By |2021-08-03T17:43:55+00:00August 3rd, 2021|Categories: Uncategorized|

Ok, we know it is technically August already.  But it is summer so we're just running a little slower around here.  Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find [...]

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What’s New(s) with Seth? June 2021

By |2021-06-24T13:35:46+00:00June 24th, 2021|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that [...]

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What’s New(s)? with Seth: April 2021

By |2021-04-07T13:57:32+00:00April 7th, 2021|Categories: Estate Planning, General Planning, Tax Planning, What's New(s)?|Tags: , , |

One quality we've noticed a lot of our clients share is a great curiosity.  We're often asked about what we are seeing, reading and paying attention to. So, our own Seth Corkin has started collecting the most interesting articles he's coming across to share them with you in his new blog series, "What's New(s)?".  Seth [...]

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The Election & Your Estate

By |2020-10-22T20:30:54+00:00October 22nd, 2020|Categories: Estate Planning, Single Point of View, Tax Planning|Tags: , |

For part 3 of our series on the impact of the election on your finances, let's tackle the potential impact on estate taxes and the planning you can consider. Right now, the Federal estate exemption is as high as it’s ever been ($11.58MM per person!) with the exception of 2010 where the estate tax was [...]

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The Election & Your Taxes

By |2020-10-09T20:26:36+00:00October 9th, 2020|Categories: Single Point of View, Tax Planning|Tags: , , |

This week in our continuing series on the impact of the election we tackle income taxes.  If you missed last week on investments you can check it out here. Below is a chart showing the top marginal tax brackets since 1913.  What stands out (beyond the fact that the top marginal tax bracket in the [...]

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How will the outcome of the election impact my finances?

By |2020-10-02T13:23:33+00:00October 2nd, 2020|Categories: Investment Planning, Single Point of View|Tags: , |

Back in July, Rene posted a video answering the question: "Should I change my portfolio before the election?" (if you missed it, you can check it out here: https://spcfo.com/should-i-change-my-portfolio-before-the-election/). Being the data nerd I am, I thought I would add onto his post with a little additional context. The reality is that a change in [...]

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Unemployment Scam!

By |2020-06-08T14:36:37+00:00June 8th, 2020|Categories: General Planning, Personal CFO, Single Point of View, Wealth Logistics|

We wanted to notify our clients and contacts of a national unemployment filing scam to be aware of.  As if 2020 didn’t have enough challenges already, right? Criminal enterprises with access to stolen personal information are attempting to file unemployment benefit claims.  As we've said before the reality is, with all of the security breaches [...]

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