Rolling your 401(k) or 403(b) retirement balance into a broker's 'managed IRA' program is too often the wrong choice done for the wrong reasons. 'Financial Advisors' will justify the roll-over based on claims of broader choice, greater control and simplification at no extra cost. More often than not, these arguments are based on incomplete disclosures of [...]
Fall marks the start of health insurance renewal season for most. If you are a client, we will be reaching out to you directly to assist you in evaluating the various plan options available to you to identify the best solution for you and your family given how your circumstances have changed over the past year. [...]
I believe traditional wealth management is broken – but I have a vision for the future standard of financial advice, and I am incredibly lucky to have found two partners who share that vision. Before I tell you how and why I joined Single Point, let me tell you a little about how I found my [...]
I believe traditional wealth management is broken – but I have a vision for the future standard of financial advice, and I am incredibly lucky to have found two partners who share that vision. Before I tell you how and why I joined Single Point, let me tell you a little about how I found my [...]
Equifax – one of the three primary credit bureaus – announced last Thursday, September 7th, that they were the victims of a massive cyber-attack spanning from May – July 2017. While cyber-attacks have unfortunately become more common in recent years, this attack is particularly notable as it is considered the largest breach of consumer data in [...]
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 [...]
For a few weeks this summer we were once again lucky enough to have Liam Cronan join our office as a summer intern. Liam has just finished his freshman year in college, he'll be spending the second half of his summer working on a political campaign. While Liam was here he worked on a number of [...]
The ability of traditional Mutual Fund stock-pickers to deliver out-performance has been decaying for 2 decades. A recent WSJ editorial by renowned finance scholar Burton Malkiel sites the most recent stats published by Standard-&-Poor's and they are absolutely ugly. •“More than 90% of active US managers under-performed their benchmark indexes over a 15-year period.” •“Over 85% [...]
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) [...]
