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 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 [...]
SPP Welcomes Martin Shore
The Single Point team continues to expand. One of the most rewarding things for me personally is seeing the extremely high caliber of people we have been able to add to our group. It says a lot about our current team and our approach to working with families that we are attracting such talent. In getting to know Martin over [...]
Almost Famous
I feel so fortunate to be surrounded by such a smart and talented team at Single Point. Each day, I get to witness firsthand what an exceptional planner Seth Corkin is, it is great that the rest of the financial planning world is able to get a little glimpse. I want to share with you that he is featured in [...]
Portfolio-based Credit – The good, the bad and the ugly
Groucho Marx famously said… “I would never want to join a club that would have me as its member” Similarly, banks love nothing more than to lend to borrowers who have no need to borrow. And the high-net-worth clients of banks’ brokerage or wealth management units are an obvious object of their affection: the portfolios they manage for these families [...]
Review Your Health Insurance Plan
For many people, fall marks the beginning of the open enrollment period for health insurance and other benefits. For SPP clients you can expect to hear from Mary Casady in the coming weeks to collect some data for analysis (assuming you are either on Medicare/Exchange or have workplace coverage enrollment this time of year). This is an important time to [...]
SPP Welcomes Mary Casady
We could not be more excited to announce the addition of Mary Casady to the SPP team as our newest Planning Analyst. As our team continues to grow, I am encouraged by the various paths we have all taken to arrive at Single Point. I know these unique experiences help us approach issues from various angles, which is an immense [...]