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 [...]
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 [...]
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, [...]
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) [...]
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 [...]
