Single Point of View

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Name Change & Prenup Follow Up

By |2019-08-07T13:59:40+00:00August 7th, 2019|Categories: Family Planning, Single Point of View|

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 [...]

What to do about the Capital One Data Breach

By |2019-07-30T17:42:13+00:00July 30th, 2019|Categories: Lending, Single Point of View|

Capital One announced a data breach yesterday, which is estimated to impact approximately 100 million individuals. Customer data, including credit scores, contact information and in some cases, social security numbers and bank accounts were compromised for their customers or people who applied for credit card products from Capital One. More information on the breach can be [...]

Happy Father’s Day!

By |2019-06-14T20:15:20+00:00June 14th, 2019|Categories: Family Planning, Single Point of View|

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! [...]

A Messy Conversation About Prenups

By |2019-06-11T19:44:58+00:00June 11th, 2019|Categories: Estate Planning, Family Planning, Single Point of View|

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 [...]

What You Should Know About The SECURE Act

By |2019-05-30T20:32:44+00:00May 30th, 2019|Categories: Estate Planning, Retirement Planning, Single Point of View, Tax Planning|

We haven’t heard the term “bipartisan support” used too frequently as of late.  However, the “Setting Every Community Up for Retirement Enhancement Act of 2019” (aka the SECURE Act) seems to be an exception to the rule. The SECURE Act was passed by the House of Representatives almost unanimously (417-3 in favor).  At its very [...]

SPP Welcomes Martin Shore

By |2019-02-04T21:58:28+00:00February 1st, 2019|Categories: Single Point of View|

The Single Point team continues to expand.  One of the most rewarding things for me personally is seeing the extremely high caliber of people we have been able to add to our group. It says a lot about our current team and our approach to working with families that we are attracting such talent. In getting [...]

Almost Famous

By |2019-01-04T03:56:55+00:00January 4th, 2019|Categories: Charitable Planning, Single Point of View, Tax Planning|

I feel so fortunate to be surrounded by such a smart and talented team at Single Point.  Each day, I get to witness firsthand what an exceptional planner Seth Corkin is, it is great that the rest of the financial planning world is able to get a little glimpse.  I want to share with you that [...]

Portfolio-based Credit – The good, the bad and the ugly

By |2019-05-25T12:17:36+00:00November 7th, 2018|Categories: Investment Planning, Lending, Single Point of View|

Groucho Marx famously said…  “I would never want to join a club that would have me as its member” Similarly, banks love nothing more than to lend to borrowers who have no need to borrow. And the high-net-worth clients of banks’ brokerage or wealth management units are an obvious object of their affection:  the portfolios they [...]

Review Your Health Insurance Plan

By |2018-10-15T18:35:04+00:00October 15th, 2018|Categories: Family Planning, Insurance Planning, Medicare, Single Point of View|Tags: |

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 [...]