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.

How to use my credit card points? (BTC Ep. 4)

We have a lot to manage in our financial lives, add credit card points to that list!  With so many different cards and rewards there is no one right way to use them.  Having a reminder (we're looking at you Knudge!) to at least make sure you are using them, and not losing them, is step one. In this [...]

By |May 19th, 2020|Categories: Behind The Curtain, Cash Flow, Lending, Single Point of View|Comments Off on How to use my credit card points? (BTC Ep. 4)

Should I Stop Taking $ out of My Investments? (BTC Ep. 3)

The question we've been getting more often from retirees living off withdrawals from their portfolio is " Should I take less money out of my accounts given the market decline?". In the 3rd episode of Behind the Curtain, Seth Corkin and I share our conversation addressing this question.

By |May 11th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|Comments Off on Should I Stop Taking $ out of My Investments? (BTC Ep. 3)

How Safe Are My Bonds? (BTC Ep. 2)

We talk about the role of bonds in your portfolio as the "safer" component of your money.  But how safe are they in times like this?  In the second installment of Behind the Curtain, Rene and I share a clip of our conversation addressing this question.

By |April 30th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|Comments Off on How Safe Are My Bonds? (BTC Ep. 2)

Behind The Curtain: Ep. 1

"Should I open my investment statement this month?" One of the best things about working with a talented group of people is the ability to collaborate and brainstorm.  Thinking through questions from clients together is part of our daily routine at SPP.  We thought we'd try something a little different and bring you into the room on some of [...]

By |April 20th, 2020|Categories: Investment Planning, Single Point of View|Comments Off on Behind The Curtain: Ep. 1

Small Business Resources: CARES Act

The recently passed CARES Act provides a number of resources to help small businesses.  Our hope is that by sharing this information with our network, you will share it with any businesses you know who are struggling and truly need the help.   Unfortunately, many of the people who need this help the most will not get it as [...]

By |April 2nd, 2020|Categories: General Planning, Lending, Single Point of View, Tax Planning|Comments Off on Small Business Resources: CARES Act

CARES Act Potential Resources: Updated

Late last night the Senate passed an economic stimulus package which is expected to be passed by the House and voted into law. Most importantly, we want to focus this update on areas that will be helpful to those most impacted.  We’ve been reading through the broad array of information in the 883 page bill! Below we’ve highlighted some [...]

By |March 26th, 2020|Categories: Charitable Planning, General Planning, Retirement Planning, Single Point of View, Student Loans, Tax Planning|Comments Off on CARES Act Potential Resources: Updated