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.

What’s in Santa’s Financial Plan?

Ever wonder how Santa funds his operation?  Does he have any plans to retire?  Does he have to file millions of gift tax returns? In our biggest ever interview on BTC, we sit down with Santa to discuss his financial planning. The kids got a little face time with the big man too!  3 for 3 [...]

By |December 23rd, 2020|Categories: Behind The Curtain, Family Planning, Single Point of View|Tags: |Comments Off on What’s in Santa’s Financial Plan?

We’re #2! (in MA, sort of) 😉

I'm typically skeptical of recognition in our industry.  Mainly because I know the behind the scenes of most of these "Top Advisors Award blah blah blah" we see from some industry publications.   At first glance the criteria for what makes someone a "top advisor" is never very clear.  You'll notice if you dig a little deeper these are [...]

By |December 16th, 2020|Categories: Single Point of View|Tags: |Comments Off on We’re #2! (in MA, sort of) 😉

Be Aware of Capital Gain Distributions

Do you own mutual funds in a taxable investment account? If so, you should be aware of year-end Capital Gain Distributions. December (year-end planning season!) truly is the most wonderful time of the year (for nerdy financial planners.) Bottom line (if you don't want to watch the video): you should compare tax cost of holding mutual funds vs. selling [...]

By |December 11th, 2020|Categories: Investment Planning, Single Point of View, Tax Planning|Tags: , |Comments Off on Be Aware of Capital Gain Distributions

When is the right time to sell my company stock?

The "right" time to sell an individual stock is one of the tougher financial decisions we see people struggle with.  This can be especially tricky when it is your company stock and you feel more connected to it.  But as these positions grow (specifically if part of your compensation is via additional stock), a single position can become a [...]

By |December 3rd, 2020|Categories: Behind The Curtain, Investment Planning, Tax Planning|Tags: , |Comments Off on When is the right time to sell my company stock?

The Election & Your Estate

For part 3 of our series on the impact of the election on your finances, let's tackle the potential impact on estate taxes and the planning you can consider. Right now, the Federal estate exemption is as high as it’s ever been ($11.58MM per person!) with the exception of 2010 where the estate tax was fully waived for a [...]

By |October 22nd, 2020|Categories: Estate Planning, Single Point of View, Tax Planning|Tags: , |Comments Off on The Election & Your Estate

Introducing Bob Dockendorff!

Long-time clients of SPP have heard me describe our process of updating our business plan each year.  Our focus for the year ahead always begins with exploring how we can best "improve the advice, service, and overall experience we deliver to our clients".  Our hope has always been that the outcome of this mindset would be successful relationships with [...]

By |October 16th, 2020|Categories: Single Point of View|Comments Off on Introducing Bob Dockendorff!