Single Point of View2020-08-21T04:32:44+00:00

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.

MA Chapter 62F Refunds – aka MA tax refunds for all!!

Massachusetts taxpayers will be excited to find out that they will be receiving a refund from MA for tax year 2021! Massachusetts law dictates that if tax revenue collections exceed a certain annual tax revenue cap then all excess will be returned to taxpayers.  MA exceeded the cap in 2021, so what this functionally means is that all [...]

By |September 22nd, 2022|Categories: Single Point of View, Tax Planning|Tags: , , , , , , , |Comments Off on MA Chapter 62F Refunds – aka MA tax refunds for all!!

What’s New(s) with Seth: August 2022

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.  Editor's note:  This blog post was supposed to go live last month.. but I forgot to set the publish time ~ Ivan. [...]

By |September 21st, 2022|Categories: Investment Planning, Single Point of View, What's New(s)?|Tags: , , , , , , , , , , |Comments Off on What’s New(s) with Seth: August 2022

Student Loan Debt Relief Plan. What Now?

Editor’s Note:  If you don’t recognize Carlos’ name yet, you will soon.  Carlos Quintanilla is the newest addition to the SPP team.  Most of you know Susan Snyder who basically makes sure everything gets done around here – well, we’ve finally got Susan some help in that, welcome Carlos (you can learn a bit more about Carlos in his [...]

By |September 7th, 2022|Categories: Student Loans|Tags: , , , , , , , , , , |Comments Off on Student Loan Debt Relief Plan. What Now?

Live Long and Prosper: Life lessons from a Timeless Classic

My Introduction to Star Trek After we’ve put the baby to bed at night and set tomorrow’s coffee to brew, my husband and I watch Star Trek: The Next Generation. He was raised on Star Trek, I was not. Watching it for the first time, I am struck by how timeless it is, and by what Star Trek [...]

By |August 10th, 2022|Categories: Estate Planning, Single Point of View|Tags: , , , , , , , , , |Comments Off on Live Long and Prosper: Life lessons from a Timeless Classic

What’s New(s) with Seth: July 2022

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.  Governor Charlie Baker has a new budget plan that could change the draconian Massachusetts state estate tax structure.  Baker’s proposal would [...]

By |July 28th, 2022|Categories: Estate Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |Comments Off on What’s New(s) with Seth: July 2022

What’s Important to You?

My morning run today took me along the narrow,  twisting road that runs next to The Farmington River.  I chose not to run with headphones or music today so I could listen to the river and the birds.  The early growth of the trees is neon green right now and everything seems extra alive. About half a mile from [...]

By |June 2nd, 2022|Categories: Estate Planning, Single Point of View|Tags: |Comments Off on What’s Important to You?