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.

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|0 Comments

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 [...]

By |February 1st, 2019|Categories: Single Point of View|2 Comments

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 [...]

By |January 4th, 2019|Categories: Charitable Planning, Single Point of View, Tax Planning|1 Comment

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 [...]

By |November 7th, 2018|Categories: Investment Planning, Lending, Single Point of View|0 Comments