Single Point of View
Single Point of View is our way to occasionally share planning ideas relating to personal finance. Our goal is to pass along concepts that you may not be exposed to on a daily basis.
You are going to want to pay close attention to your paycheck over the next couple of months. If you happen to see some extra $$$ in it, don't get too excited and certainly don't spend it all too quickly. So, what is this all about? President Trump has issued an executive order allowing employers to choose if they [...]
Am I saving enough for "retirement"? How do we think about saving in general and balancing saving for shorter term goals as well? In this installment of Behind The Curtain, Seth and I discuss a framework for thinking about savings when you are in your 30s & 40s. It's not just about saving for this future "retirement" but more [...]
Have you been noticing all the ads and articles on the "historically low" mortgage rates? In this quick video, Rene helps us understand what these "headline" rates may really mean for you!
The entire country is trying to figure out how to open up schools, while some colleges will be doing remote learning many others are welcoming students back to campus. If you have a child heading back to college this fall the below post from our friends at Squillace & Associates, P.C. is for you. Scott and his team outline [...]
Were you surprised by your tax bill the past couple of years? It's possible that is due to changes in the way taxes are now being calculated to be withheld from your paycheck. In this Single Point of View, Seth deciphers the new W-4 form and provides some tips on how to complete it. [...]
Please join us in wishing our friend, partner and the greatest Chief Investment Officer in the world, Rene Jarquin, a happy 50th Birthday. Hope you enjoy this quick video we put together.