Shaun Erickson

About Shaun Erickson

Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We provide context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions. In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we 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 we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of. As an active member of Financial Planning Associations of MA, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Shaun is also a member of NAPFA and the XY Planning Network. Our clients are spread across the country, but I live in Boston with my wife Alicia and our three children.

How to use my credit card points? (BTC Ep. 4)

By |2020-05-19T12:48:45+00:00May 19th, 2020|Categories: Behind The Curtain, Cash Flow, Lending, Single Point of View|

We have a lot to manage in our financial lives, add credit card points to that list!  With so many different cards and rewards there is no one right way to use them.  Having a reminder (we're looking at you Knudge!) to at least make sure you are using them, and not losing them, is [...]

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Should I Stop Taking $ out of My Investments? (BTC Ep. 3)

By |2020-05-11T19:02:50+00:00May 11th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|

The question we've been getting more often from retirees living off withdrawals from their portfolio is " Should I take less money out of my accounts given the market decline?". In the 3rd episode of Behind the Curtain, Seth Corkin and I share our conversation addressing this question.

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How Safe Are My Bonds? (BTC Ep. 2)

By |2020-04-30T13:06:09+00:00April 30th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|

We talk about the role of bonds in your portfolio as the "safer" component of your money.  But how safe are they in times like this?  In the second installment of Behind the Curtain, Rene and I share a clip of our conversation addressing this question.

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Behind The Curtain: Ep. 1

By |2020-04-20T15:21:06+00:00April 20th, 2020|Categories: Investment Planning, Single Point of View|

"Should I open my investment statement this month?" One of the best things about working with a talented group of people is the ability to collaborate and brainstorm.  Thinking through questions from clients together is part of our daily routine at SPP.  We thought we'd try something a little different and bring you into the [...]

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Small Business Resources: CARES Act

By |2020-04-03T13:01:10+00:00April 2nd, 2020|Categories: General Planning, Lending, Single Point of View, Tax Planning|

The recently passed CARES Act provides a number of resources to help small businesses.  Our hope is that by sharing this information with our network, you will share it with any businesses you know who are struggling and truly need the help.   Unfortunately, many of the people who need this help the most will [...]

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CARES Act Potential Resources: Updated

By |2020-04-02T15:07:49+00:00March 26th, 2020|Categories: Charitable Planning, General Planning, Retirement Planning, Single Point of View, Student Loans, Tax Planning|

Late last night the Senate passed an economic stimulus package which is expected to be passed by the House and voted into law. Most importantly, we want to focus this update on areas that will be helpful to those most impacted.  We’ve been reading through the broad array of information in the 883 page bill! [...]

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Updated: Potential Resources

By |2020-03-20T20:15:21+00:00March 20th, 2020|Categories: Investment Planning, Single Point of View, Student Loans|

News is moving fast so we wanted to provide a couple of updates to the below (as of 3/20/2020): Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week.  We encourage you to continue to move forward with your tax [...]

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Updated: Potential Resources

By |2020-03-20T15:29:18+00:00March 18th, 2020|Categories: Lending, Single Point of View, Student Loans, Tax Planning|

News is moving fast so we wanted to provide a couple of updates to the below: Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week.  We encourage you to continue to move forward with your tax prep, especially if [...]

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Elevator Rides

By |2020-02-26T16:22:06+00:00February 26th, 2020|Categories: Investment Planning, Single Point of View|

The Markets take the stairs up and the elevator down. To those of you who have worked with Single Point for years I probably sound like a broken record.  I hope so, that is the point.  We are consistent in our approach to advising you on your investments.  We purposefully talk about the elevator rides [...]

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