Single Point of View2018-04-09T20:13:47+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.

RJ’s Commentary January 2020

You all know we are a financial planning firm, investments are but a piece of your overall planning.  Having said that, once a quarter we do let the investment folks have their time in the sun and allow them to share their thoughts.  Hope you find Rene's quarterly commentary helpful. It has been 5 days since the drone strike [...]

By |January 8th, 2020|Categories: Investment Planning, Single Point of View|0 Comments

Tax Code Changes…Again!

For the second time in three years, we have the pleasure* of dissecting a new bill that makes major changes to several components of the tax code. Rest assured,  we will be addressing individual planning considerations for all of our clients as we meet and talk throughout 2020.  For now, we wanted to summarize some of the components to [...]

By |December 27th, 2019|Categories: Single Point of View, Tax Planning|0 Comments

Are Required Distribution Rules Changing?

This Guest Blog Post was written by Vinicius "V" Hiratuka.  V is an amazingly talented  CPA & CFP® who we have been fortunate to collaborate with over the past few months.  We hope you will be hearing more from V in the months ahead.   Below, V addresses recently proposed rules affecting Required Minimum Distributions(RMD’s) and highlights planning strategies that help [...]

By |December 6th, 2019|Categories: Single Point of View|0 Comments

Giving Back with Pro Bono Planning

In addition to the work we do for our clients at Single Point, I am equally as proud of our team's commitment to using the knowledge and experience we have as financial planners to give back to those who need advice the most. We're honored to be featured in the below article from the Financial Planning Association which highlights [...]

By |November 27th, 2019|Categories: Single Point of View|0 Comments

‘Tis the Season… For Tax Planning!

For most people, tax season begins in February or March and entails the following: Send a completed tax organizer and your documents to your accountant in early March In 3-4 weeks, you hear back from your accountant and they tell you what you owe/are getting back In some cases, the accountant will say “you should have done x, y, [...]

By |November 4th, 2019|Categories: Single Point of View, Tax Planning|0 Comments