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.

‘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

Annual Health Insurance Renewals

It's fall, which means it is likely the time of year for you to review your health insurance coverage.  Whether you are covered via work, Medicare, or an individual plan you should take this time to analyze your coverage and ensure you have the right plan in place for your needs going forward. Medicare Open Enrollment Medicare Open [...]

By |October 21st, 2019|Categories: Insurance Planning, Single Point of View|0 Comments

Free Trading! Not Quite…

This quarter RJ addresses the recent announcements from three major custodians (Schwab, TD, & Fidelity) that they are lowering their trading costs to $0.  You know nothing is free, so RJ shines a light on how custodians really make money and our focus on the all-in costs to our clients when helping you choose who holds your money. By [...]

By |October 15th, 2019|Categories: Investment Planning, Single Point of View|0 Comments

My Long Term Care Premiums are Going Up…Again!

You get a letter telling you your long-term care premiums are going up....again.  What is the first thing you should do?  Personally, I mutter some swear words about greedy insurance companies under my breath first. After that, the next thing to do is take a step back.  Revisit your overall situation and the reason for having the insurance going [...]

By |September 19th, 2019|Categories: Family Planning, Insurance Planning, Single Point of View|0 Comments

Introducing Knudge!

For the past year, SPP has been incubating a new financial technology, Knudge (www.knudge.com).  The idea for Knudge was born out of the work we do for you, our clients, here at Single Point.  In addition to the Planning, Strategy, & Advice, a huge part of our role as your Personal CFO is to act as your accountability partner.  [...]

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

Name Change & Prenup Follow Up

I know, just when you were getting used to me being a member of Single Point and the unique spelling of my last name… I’m changing it! I’ve decided to take my husband’s last name (and move up one spot in the alphabet) so we wanted to make you aware that you will start seeing Mary Ballegeer in lieu [...]

By |August 7th, 2019|Categories: Family Planning, Single Point of View|0 Comments