Child Tax Credit: What is it and Should I be taking it?

By |2021-09-16T18:37:57+00:00September 16th, 2021|Categories: Single Point of View, Tax Planning|

If you have kids who are dependents on your tax return, you may be wondering why you started receiving checks in the mail (or direct deposits to your bank) from the IRS in July. Earlier this summer, close to 39 million families started receiving advanced monthly child tax credit payments. With these payments came a [...]

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Welcome Abraham Kirby-Galen!

By |2021-09-09T17:54:15+00:00September 9th, 2021|Categories: Single Point of View|

Please welcome the newest Planning Analyst to the SPP team – Abraham Kirby-Galen!  Many of you will get to know Abraham directly in the coming weeks/months, but here are a few fun facts to introduce Abraham in the meantime: Abraham grew up in Arlington, MA and attended High School at Gann Academy in Waltham Abraham [...]

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When Your Aging Loved One Refuses Assistance

By |2021-09-03T15:37:37+00:00September 3rd, 2021|Categories: Family Planning, Single Point of View|Tags: , |

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 [...]

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What’s New(s)? with Seth: August 2021

By |2021-08-27T10:46:40+00:00August 27th, 2021|Categories: Single Point of View, What's New(s)?|

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Legislation has been introduced in the senate to eliminate the beneficial tax treatment of carried interest. Private [...]

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RJ Takes on Inflation

By |2021-07-16T17:06:28+00:00July 16th, 2021|Categories: Investment Planning, Single Point of View|Tags: |

The popular headline of the week/month is inflation. We haven't seen inflation (or defaltion) in the news this much since it was Tom Brady driving the headlines. Rene gives us a history lesson on inflation and outlines what is drivng the current spike and what we're thinking about/paying attention to looking forward. [...]

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What’s New(s) with Seth? June 2021

By |2021-06-24T13:35:46+00:00June 24th, 2021|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that [...]

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Shiny Objects…

By |2021-06-18T15:41:03+00:00June 18th, 2021|Categories: General Planning, Investment Planning, Single Point of View|Tags: |

Shiny Objects, Cocktail Parties, and Short Cuts: Why Is It So Hard to Be an Index Investor? By: Bob Dockendorff We’ve all heard the compelling case for an index-tracking investment strategy.  While some investment managers grasp at straws to justify the high fees and underperformance of active management—it’s not often that I hear a genuine unconflicted disagreement with index investing.  With almost fifty years [...]

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Welcome (officially) Cassie Anton!

By |2021-06-15T13:16:47+00:00June 15th, 2021|Categories: Single Point of View|Tags: |

This month we officially welcome Cassie Anton to the SPP Team. Cassie is likely a familiar face to some of you as she has been working with us for the past year while she finished her undergraduate degree at Virginia Tech with a focus in financial planning. We are very excited to now welcome her [...]

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A mistake on your tax return, now what?

By |2021-05-28T17:29:58+00:00May 28th, 2021|Categories: Behind The Curtain, Single Point of View, Tax Planning|Tags: |

I'd say Seth's expression here pretty much sums it up.  :) It's been a little while since our last Behind The Curtain video.  Today, Seth and I were chatting about how we approach clients when we notice a mistake on their tax return.

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What’s New(s)? with Seth: May 2021

By |2021-05-12T17:04:01+00:00May 12th, 2021|Categories: General Planning, Single Point of View, Tax Planning, What's New(s)?|

Seth is back with another installment of "What's New(s)?"  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  President Biden proposed The American Families Plan which has some major income and estate tax implications.  [...]

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