Single Point of View2023-03-28T12:35:07+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.

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|Comments Off on Name Change & Prenup Follow Up

What to do about the Capital One Data Breach

Capital One announced a data breach yesterday, which is estimated to impact approximately 100 million individuals. Customer data, including credit scores, contact information and in some cases, social security numbers and bank accounts were compromised for their customers or people who applied for credit card products from Capital One. More information on the breach can be found here: https://www.capitalone.com/facts2019/ https://www.cnn.com/2019/07/30/tech/data-breach-capital-one-hack/index.html [...]

By |July 30th, 2019|Categories: Lending, Single Point of View|Comments Off on What to do about the Capital One Data Breach

Happy Father’s Day!

Pretty cool to get to share a story about my dad in this article. He's one of those guys that is always looking for ways to use his talents to help other people - looking for nothing in return. I hope a little bit of that rubs off on me. Happy Father's Day!

By |June 14th, 2019|Categories: Family Planning, Single Point of View|Comments Off on Happy Father’s Day!

A Messy Conversation About Prenups

What happens when a romantic realist marries a hopeless romantic? A messy conversation about prenups. The topics of money, death and divorce are each hard enough to discuss on their own and a prenup is a triple whammy of all three. At once. During what is supposed to be one of the most romantic times of your life- your [...]

By |June 11th, 2019|Categories: Estate Planning, Family Planning, Single Point of View|Comments Off on A Messy Conversation About Prenups

What You Should Know About The SECURE Act

We haven’t heard the term “bipartisan support” used too frequently as of late.  However, the “Setting Every Community Up for Retirement Enhancement Act of 2019” (aka the SECURE Act) seems to be an exception to the rule. The SECURE Act was passed by the House of Representatives almost unanimously (417-3 in favor).  At its very core, the SECURE Act [...]

By |May 30th, 2019|Categories: Estate Planning, Retirement Planning, Single Point of View, Tax Planning|Comments Off on What You Should Know About The SECURE Act
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