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.

Beware of the Payroll Tax Deferral

You are going to want to pay close attention to your paycheck over the next couple of months.  If you happen to see some extra $$$ in it, don't get too excited and certainly don't spend it all too quickly. So, what is this all about? President Trump has issued an executive order allowing employers to choose if they [...]

By |September 11th, 2020|Categories: Cash Flow, Single Point of View, Tax Planning|Tags: , , |Comments Off on Beware of the Payroll Tax Deferral

Saving for “retirement” in your 30s & 40s?

Am I saving enough for "retirement"?  How do we think about saving in general and balancing saving for shorter term goals as well?  In this installment of Behind The Curtain, Seth and I discuss a framework for thinking about savings when you are in your 30s & 40s.  It's not just about saving for this future "retirement" but more [...]

By |September 4th, 2020|Categories: Behind The Curtain, Cash Flow, Retirement Planning, Single Point of View|Tags: , , |Comments Off on Saving for “retirement” in your 30s & 40s?

Will I really get that low of a mortgage rate?

Have you been noticing all the ads and articles on the "historically low" mortgage rates?  In this quick video, Rene helps us understand what these "headline" rates may really mean for you!

By |August 27th, 2020|Categories: Lending, Single Point of View|Tags: , , |Comments Off on Will I really get that low of a mortgage rate?

Kids Heading Back to College? Here’s One Document You Should Have

The entire country is trying to figure out how to open up schools, while some colleges will be doing remote learning many others are welcoming students back to campus.  If you have a child heading back to college this fall the below post from our friends at Squillace & Associates, P.C. is for you. Scott and his team outline [...]

By |August 20th, 2020|Categories: Estate Planning, Single Point of View|Tags: , , |Comments Off on Kids Heading Back to College? Here’s One Document You Should Have

How the $?#! do I fill in my W-4???

Were you surprised by your tax bill the past couple of years? It's possible that is due to changes in the way taxes are now being calculated to be withheld from your paycheck. In this Single Point of View, Seth deciphers the new W-4 form and provides some tips on how to complete it. [...]

By |August 13th, 2020|Categories: General Planning, Single Point of View, Tax Planning|Tags: , |Comments Off on How the $?#! do I fill in my W-4???