Did you know our Personal CFO, Meghan Dwyer, hosts her own podcast? Money Isn't Scary is a podcast designed to help you take an honest look at the thoughts and emotions behind your relationship with money. I’m Meghan, a mom of 2 young boys, a financial planner, and emotional spender. Despite being a financial planner, [...]
There is a lot of complexity in the decision to get outside help for an aging loved one. The mix of technical knowledge needed to get the right help in place with the emotional aspects of the decision itself is sure to add onto an already stressful time in your life. Then there is convincing [...]
Ever wonder how Santa funds his operation? Does he have any plans to retire? Does he have to file millions of gift tax returns? In our biggest ever interview on BTC, we sit down with Santa to discuss his financial planning. The kids got a little face time with the big man [...]
You get a letter telling you your long-term care premiums are going up....again. What is the first thing you should do? Personally, I mutter some swear words about greedy insurance companies under my breath first. After that, the next thing to do is take a step back. Revisit your overall situation and the reason for [...]
I know, just when you were getting used to me being a member of Single Point and the unique spelling of my last name… I’m changing it! I’ve decided to take my husband’s last name (and move up one spot in the alphabet) so we wanted to make you aware that you will start seeing [...]
Pretty cool to get to share a story about my dad in this article. He's one of those guys that is always looking for ways to use his talents to help other people - looking for nothing in return. I hope a little bit of that rubs off on me. Happy Father's Day! [...]
What happens when a romantic realist marries a hopeless romantic? A messy conversation about prenups. The topics of money, death and divorce are each hard enough to discuss on their own and a prenup is a triple whammy of all three. At once. During what is supposed to be one of the most romantic times [...]
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 [...]
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 [...]
The question of whether or not to have one parent stop working to provide childcare is a difficult one for many families. The lifestyle we want for our families is all about choices and priorities. There is no right or wrong choice. There is no right or wrong priority. This is one of the the beauties [...]
