Shaun

/Shaun Erickson
Shaun Erickson

About Shaun Erickson

My clients utilize me as a partner to help them feel confident in the decisions they make in life. An ideal client for me is someone who is looking for advice beyond the allocation and management of their liquid investment portfolio. As a finance major at Bentley College I began to build skills that allow me to help my clients understand the financial impact of their decisions. For 11 years at Baystate Financial, starting in 2001, I developed an understanding of the practice of financial planning. In 2012, I was driven to found Single Point to build a firm that was focused on the agenda of my clients. The name of our company was born from the idea of being a "single point of contact" for our clients. I recognize that I do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When I don't have the answer, I pride myself on knowing the right questions to ask, and who to ask them of. As an active member of Financial Planning Associations of MA, I am involved with their pro-bono programs with Dana Farber Cancer Institute and The Midas Collaborative. My clients are spread across the country, but I live in Boston with my wife Alicia and our three children.

Review Your Health Insurance Plan

By | 2018-10-15T18:35:04+00:00 October 15th, 2018|Categories: Family Planning, Insurance Planning, Medicare, Single Point of View|Tags: |

For many people, fall marks the beginning of the open enrollment period for health insurance and other benefits.  For SPP clients you can expect to hear from Mary Casady in the coming weeks to collect some data for analysis (assuming you are either on Medicare/Exchange or have workplace coverage enrollment this time of year). This is [...]

SPP Welcomes Mary Casady

By | 2018-10-11T21:58:05+00:00 October 11th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

We could not be more excited to announce the addition of Mary Casady to the SPP team as our newest Planning Analyst.  As our team continues to grow, I am encouraged by the various paths we have all taken to arrive at Single Point.  I know these unique experiences help us approach issues from various angles, [...]

How To Protect Your Children From Identity Theft

By | 2018-08-28T17:43:37+00:00 August 28th, 2018|Categories: Family Planning, General Planning, Single Point of View|Tags: |

We wanted to share this great article from the Wall Street Journal, "New on Parents’ To-Do List: Checking Children’s Credit History".  In it you will find some important resources for protecting your children from identity theft.  Experian estimates that identity theft will affect one in four children before they become an adult.  It's important to stay [...]

Elf Spotting, Financial Advisors & Fiduciaries

By | 2018-08-01T01:06:54+00:00 July 31st, 2018|Categories: General Planning|Tags: |

It's been just over 2 years since I made this post.  The sentiment of the video and my remarks are as true today.  It was circled back to me from a great friend and client today, so I thought I would re-share it with all of you....   Thank you John Oliver for explaining the problems [...]

SPP Featured in Investment News

By | 2018-06-12T20:54:06+00:00 June 12th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

Excited to see that our conflict free model is gaining some national recognition.  Thought you might enjoy the article below: At this firm, flat fees are about offering conflict-free advice At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations By Jeff Benjamin   |  June 9, 2018 [...]

The Conversation Project

By | 2018-03-16T03:25:01+00:00 November 22nd, 2017|Categories: Single Point of View|Tags: |

Many of us will be enjoying the next few days surrounded by family and friends.  I'm thankful to have this time to spend with mine.  There will be conversations about kids, sports, work, and I'm guessing in many houses in America, politics (hoping to avoid the last one at our Thanksgiving dinner). There is another [...]

Seth Corkin: SPP Welcomes New Personal CFO

By | 2018-03-16T01:43:58+00:00 September 14th, 2017|Categories: Single Point of View|Tags: |

Single Point Partners is very excited to announce the addition of our newest Personal CFO, Seth Corkin. I was first introduced to Seth through a pro-bono financial planning initiative we are both engaged in.  Through these initial interactions, it was immediately clear to me that he is a highly talented individual with a passion for financial [...]

Making Your Estimated Tax Payments Online

By | 2018-03-16T03:34:08+00:00 June 14th, 2017|Categories: Single Point of View|Tags: , , |

With tomorrow being June 15th, we wanted to update this post from last year as a reminder to pay your quarterly tax estimates.  Below are the links to simplify things and make these payments online. For many of us who have income that is not subject to tax withholding (for example: earnings from self-employment, interest, dividends, [...]

Who is an Aging Life Care Professional, and What Do They Do?

By | 2018-03-16T01:38:04+00:00 June 5th, 2017|Categories: Single Point of View|Tags: , |

As financial planners, we are often tasked with answering the question of how our clients will fund their advanced care needs later in life.  However, who is helping you make the choices on how, and by whom, that care is provided?  In this Guest Blog Post, Kate Granigan (CEO) & Anna Pollard (Dir of Clinical Services) [...]

Big Planning Opportunity with Health Savings Accounts

By | 2018-03-16T01:39:37+00:00 May 1st, 2017|Categories: Single Point of View|Tags: , , , , |

In short: fund it and invest it, don't use it.   Potentially, the best way to use your Health Savings Account (HSA) is to maximize the funding of it, but, instead of using the funds year-by-year to cover your out-of-pocket health care expenses, invest the funds and allow them to grow for the future.  The reason [...]