Single Point Hosts Financial Planners from Brazil

By |2015-10-27T01:28:00+00:00October 27th, 2015|Categories: General Planning|Tags: |

To kick off the Financial Planning Association Conference Weekend, Single Point hosted a group of Financial Planners from Brazil. There were interesting conversations on many aspects of financial planning and investing, both domestically and cross-boarder. We also shared some of the resources and best practices we utilize to help serve our clients. The worlds of financial [...]

Comments Off on Single Point Hosts Financial Planners from Brazil

Save On Your Electric Bill: Summer Update

By |2015-07-20T18:57:00+00:00July 20th, 2015|Categories: General Planning|Tags: |

It may be due to the heat we have had the last couple weeks or just the fact that many folks have been finally able to work on their personal "to-do" lists. Regardless of the reason, questions about switching electric suppliers have resurfaced in conversations.   Keep in mind that if you are in the middle [...]

Comments Off on Save On Your Electric Bill: Summer Update

The Value of Peace of Mind

By |2015-03-25T14:48:00+00:00March 25th, 2015|Categories: General Planning|Tags: |

We help people analyze decisions that impact their financial future everyday.  Often times, the analysis that goes into making a financial decision is focused on what will have the most positive impact on your bottom line.  However, we are often reminded that the choice that may have the "best result" from a financial standpoint is not [...]

Comments Off on The Value of Peace of Mind

Save On Your Electric Bill

By |2015-02-15T15:48:00+00:00February 15th, 2015|Categories: General Planning|Tags: |

It's Sunday, which means another snow storm in Eastern Massachusetts. As I listen to our apartment's forced hot air fan turn on again, I can't help but think about my electric bill. Last month, we were victims of, "yes I know rates are going up, but really, how much could it impact us?" Well, it did. [...]

Comments Off on Save On Your Electric Bill

Massachusetts Employers: New Paid Sick Time Law

By |2014-12-20T14:19:00+00:00December 20th, 2014|Categories: General Planning|Tags: |

In November 2014, the voters of Massachusetts approved the ballot question requiring employers to provide earned paid sick time to employees. This new law comes into effect on July 1, 2015 and impacts employers of 11 or employees. Note, this is different than other regulations on healthcare that apply to "full time equivalent employees". In other [...]

Comments Off on Massachusetts Employers: New Paid Sick Time Law

SPP Client Login

By |2014-11-07T19:42:00+00:00November 7th, 2014|Categories: General Planning|Tags: |

We have put together a presentation that will explain the various resources you can use to access account information. There are multiple options for viewing your accounts online, we want to make sure you find the one that works best for you. Click HERE to learn more about the Client Login page.

Comments Off on SPP Client Login

Chase Security Breach – What to do?

By |2014-10-03T17:47:00+00:00October 3rd, 2014|Categories: General Planning|Tags: |

If you are a customer of Chase Bank you are probably wondering what steps you can be taking to protect yourself.First, we would suggest not to panic and change banks based on this breach.  All banks and financial institutions are targets for these attacks.  Unfortunately, it is safe to say this won't be the last breach [...]

Comments Off on Chase Security Breach – What to do?

NerdWallet: Spending Habits

By |2014-01-13T20:43:00+00:00January 13th, 2014|Categories: General Planning|Tags: |

I am 26 years old and have had some bad spending habits and am currently in debt. What is the best way to pay it down? I have been making $100,000 per year for the past couple of years. I have $30,000 in credit card debt. What is the best way of paying this down? What [...]

Comments Off on NerdWallet: Spending Habits

NerdWallet: Credit Report Delinquency

By |2013-12-21T21:16:00+00:00December 21st, 2013|Categories: General Planning|Tags: |

What can I do if I have an erroneous delinquency on my Credit Report? I am using Credit Karma to monitor my credit. Today I received an update that a new account (under a financial institution I've never heard of; AMCA) has been placed in collections. The amount is nominal at $50. I don't know who [...]

Comments Off on NerdWallet: Credit Report Delinquency

NerdWallet: Mortgage Options

By |2013-11-29T20:40:00+00:00November 29th, 2013|Categories: General Planning|Tags: |

What mortgage options are available for people with underwater mortgages purchased after December 26, 2009? Shaun Erickson CFP® Boston, MA You can start by checking with the Attorney General's Office in your home state.  Your state may have resources to assist with loan modifications.  For example, in MA we have the HomeCorps program which provides assistance to those [...]

Comments Off on NerdWallet: Mortgage Options