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 New(s) with Seth: December 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.  Included in the Omnibus spending bill that the Senate passed earlier this month was the SECURE Act 2.0 which includes a [...]

By |December 30th, 2022|Categories: Single Point of View, What's New(s)?|Tags: , , , , , , , , , , , , , , |Comments Off on What’s New(s) with Seth: December 2022

What’s New(s) with Seth: October 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.  A recent Morningstar study found that investors earned ~9.3%/year in mutual funds and ETFs over a decade while the funds themselves [...]

Meet our new Director of Financial Planning

Actually, most of you may already know him…  we are excited to announce that Seth Corkin will be stepping into the role of Director of Financial Planning for Single Point effective January 1, 2023! So, what is a Director of Financial Planning anyways?  Well, here at Single Point this role is focused on ensuring all clients have a consistent [...]

By |October 10th, 2022|Categories: Single Point of View|Tags: |Comments Off on Meet our new Director of Financial Planning

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?
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