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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 [...]

SPP Welcomes Mary Casady

By |2019-05-25T12:16:07+00:00October 11th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

We could not be more excited to announce the addition of Mary Casady to the SPP team as our newest Planning Analyst.  As our team continues to grow, I am encouraged by the various paths we have all taken to arrive at Single Point.  I know these unique experiences help us approach issues from various angles, [...]

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1970s Inflation Redux?

By |2018-10-05T20:01:57+00:00October 5th, 2018|Categories: Investment Planning, Single Point of View|Tags: |

Should we fear a replay of the 1970’s High-Inflation era? Today’s jobs report points to an unemployment rate of 3.7% - the lowest since 1969, the year when the worst outbreak of inflation began to be felt.  From 1969 to 1982 inflation spiked to 7.3% annually and wrecked stock and bond returns – which were negative [...]

Double-Check Your Tax Withholding This Year

By |2018-09-12T20:36:50+00:00September 12th, 2018|Categories: Single Point of View, Tax Planning|Tags: |

We thought we'd share this great article (click below) highlighting the importance of reviewing your tax situation this year, specifically with respect to any withholdings from W2 income. In the wake of last year's tax reform it's more important than ever to review your paystub to ensure tax withholdings are accurate for your individual circumstances. It's [...]

Our Growing National Debt & Your Bonds

By |2018-09-04T18:14:06+00:00September 4th, 2018|Categories: Investment Planning, Single Point of View|Tags: |

A significant portion of our client’s portfolios are invested in the US Bond market, so I wanted to put the current Federal debt picture in the appropriate perspective.  The punch line is that we are not on the cusp of The Financial Apocalypse as some pundits will have you believe.  With the help of our Bentley [...]

How To Protect Your Children From Identity Theft

By |2018-08-28T17:43:37+00:00August 28th, 2018|Categories: Family Planning, General Planning, Single Point of View|Tags: |

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 [...]

Charitable Giving in a Post-Tax Reform World

By |2018-07-03T14:22:56+00:00July 3rd, 2018|Categories: Charitable Planning, Single Point of View, Tax Planning|Tags: , , , |

The tax law changes at the end of 2017 drastically changed the landscape for deductible expenses – these changes have a major impact on tax optimization and planning strategies going forward. Back-up – what are deductions? Taxpayers have two deduction options when filing a return.  They can take the standard deduction (a flat amount based on [...]

Even With Index Funds, You Need to Know What You Own

By |2018-06-19T19:53:52+00:00June 19th, 2018|Categories: Investment Planning, Single Point of View|Tags: |

At Single Point we believe that index-tracking funds offer the best outcomes over high-cost stock-picking funds. As the number of trackable indexes has grown over the years – especially beyond the core Large Cap S&P500 Index - we spend a great deal of time identifying the best index to track the complimentary or ‘satellite’ asset classes.  [...]

SPP Featured in Investment News

By |2018-06-12T20:54:06+00:00June 12th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

Excited to see that our conflict free model is gaining some national recognition.  Thought you might enjoy the article below: At this firm, flat fees are about offering conflict-free advice At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations By Jeff Benjamin   |  June 9, 2018 [...]

Tax Law Changes Impact on Your Stock Options

By |2018-06-12T21:15:21+00:00May 1st, 2018|Categories: Investment Planning, Single Point of View, Tax Planning|Tags: , , |

Four months into 2018 and many are still digesting the changes to the tax code resulting from the Tax Cuts & Jobs Act (TCJA).  To date, there’s been a lot of buzz about the impact on business owners and the limit of state and local tax deductions.  However, the bill also has major implications for [...]