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.
Avoid Surprises with Unemployment Income (BTC Ep. 5)
Over 40 million Americans have filed for unemployment during the pandemic. If that includes you, what should you be aware of to avoid any surprises? Seth and I discuss this in episode #5 of Behind the Curtain.
How $1 of Income can cost you $1,680 of Tax
Our tax system is complicated. It is full of thresholds and cliffs that can cost you if you aren’t aware of them. Whether you are deciding on a Roth Conversion amount, taking Capital Gains, or exercising stock options - it is important to be doing tax planning to understand the full impact of those decisions. Tax planning is a [...]
Unemployment Scam!
We wanted to notify our clients and contacts of a national unemployment filing scam to be aware of. As if 2020 didn’t have enough challenges already, right? Criminal enterprises with access to stolen personal information are attempting to file unemployment benefit claims. As we've said before the reality is, with all of the security breaches over the past few [...]
How I use my credit card points
We loved hearing from so many of you after the last Behind the Curtain post, thanks to everyone who shared how you are using your points. Below, Michelle provides her own insights along with some great resources for managing and optimizing your credit card points. - Shaun I currently live over 5,000 miles and almost 12 hours of flight time [...]
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 [...]
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.