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.

We’re #2! (in MA, sort of) ;)

By |2020-12-16T20:54:00+00:00December 16th, 2020|Categories: Single Point of View|Tags: |

I'm typically skeptical of recognition in our industry.  Mainly because I know the behind the scenes of most of these "Top Advisors Award blah blah blah" we see from some industry publications.   At first glance the criteria for what makes someone a "top advisor" is never very clear.  You'll notice if you dig a [...]

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Be Aware of Capital Gain Distributions

By |2020-12-11T15:07:58+00:00December 11th, 2020|Categories: Investment Planning, Single Point of View, Tax Planning|Tags: , |

Do you own mutual funds in a taxable investment account? If so, you should be aware of year-end Capital Gain Distributions. December (year-end planning season!) truly is the most wonderful time of the year (for nerdy financial planners.) Bottom line (if you don't want to watch the video): you should compare tax cost of holding [...]

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When is the right time to sell my company stock?

By |2020-12-03T20:31:20+00:00December 3rd, 2020|Categories: Behind The Curtain, Investment Planning, Tax Planning|Tags: , |

The "right" time to sell an individual stock is one of the tougher financial decisions we see people struggle with.  This can be especially tricky when it is your company stock and you feel more connected to it.  But as these positions grow (specifically if part of your compensation is via additional stock), a single [...]

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Introducing Bob Dockendorff!

By |2020-10-16T18:48:51+00:00October 16th, 2020|Categories: Single Point of View|

Long-time clients of SPP have heard me describe our process of updating our business plan each year.  Our focus for the year ahead always begins with exploring how we can best "improve the advice, service, and overall experience we deliver to our clients".  Our hope has always been that the outcome of this mindset would [...]

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Beware of the Payroll Tax Deferral

By |2020-09-11T21:44:42+00:00September 11th, 2020|Categories: Cash Flow, Single Point of View, Tax Planning|Tags: , , |

You are going to want to pay close attention to your paycheck over the next couple of months.  If you happen to see some extra $$$ in it, don't get too excited and certainly don't spend it all too quickly. So, what is this all about? President Trump has issued an executive order allowing employers [...]

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Saving for “retirement” in your 30s & 40s?

By |2020-09-04T18:18:59+00:00September 4th, 2020|Categories: Behind The Curtain, Cash Flow, Retirement Planning, Single Point of View|Tags: , , |

Am I saving enough for "retirement"?  How do we think about saving in general and balancing saving for shorter term goals as well?  In this installment of Behind The Curtain, Seth and I discuss a framework for thinking about savings when you are in your 30s & 40s.  It's not just about saving for this [...]

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Kids Heading Back to College? Here’s One Document You Should Have

By |2020-08-20T13:50:27+00:00August 20th, 2020|Categories: Estate Planning, Single Point of View|Tags: , , |

The entire country is trying to figure out how to open up schools, while some colleges will be doing remote learning many others are welcoming students back to campus.  If you have a child heading back to college this fall the below post from our friends at Squillace & Associates, P.C. is for you. Scott [...]

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How the $?#! do I fill in my W-4???

By |2020-08-13T15:02:44+00:00August 13th, 2020|Categories: General Planning, Single Point of View, Tax Planning|Tags: , |

Were you surprised by your tax bill the past couple of years? It's possible that is due to changes in the way taxes are now being calculated to be withheld from your paycheck. In this Single Point of View, Seth deciphers the new W-4 form and provides some tips on how to complete it. [...]

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Avoid Surprises with Unemployment Income (BTC Ep. 5)

By |2020-07-10T18:54:32+00:00July 9th, 2020|Categories: Behind The Curtain, Single Point of View, Tax Planning|Tags: , , |

Over 40 million Americans have filed for unemployment during the pandemic.  If that includes you, what should you be aware of to avoid any surprises? Seth and I discuss this in episode #5 of Behind the Curtain.

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