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.

Live Long and Prosper: Life lessons from a Timeless Classic

My Introduction to Star Trek After we’ve put the baby to bed at night and set tomorrow’s coffee to brew, my husband and I watch Star Trek: The Next Generation. He was raised on Star Trek, I was not. Watching it for the first time, I am struck by how timeless it is, and by what Star Trek [...]

By |August 10th, 2022|Categories: Estate Planning, Single Point of View|Tags: , , , , , , , , , |Comments Off on Live Long and Prosper: Life lessons from a Timeless Classic

What’s New(s) with Seth: July 2022

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Governor Charlie Baker has a new budget plan that could change the draconian Massachusetts state estate tax structure.  Baker’s proposal would [...]

By |July 28th, 2022|Categories: Estate Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |Comments Off on What’s New(s) with Seth: July 2022

What’s Important to You?

My morning run today took me along the narrow,  twisting road that runs next to The Farmington River.  I chose not to run with headphones or music today so I could listen to the river and the birds.  The early growth of the trees is neon green right now and everything seems extra alive. About half a mile from [...]

By |June 2nd, 2022|Categories: Estate Planning, Single Point of View|Tags: |Comments Off on What’s Important to You?

What do we do when stocks AND bonds both go down?

Is it time to panic?  It's always tough to live through sharp drops in the stock market.  In times like this we typically remind you of the safer components of your portfolio being available to fund your life.  Namely your cash and bonds act as a buffer to give us the time to not be a forced seller of stocks [...]

By |May 20th, 2022|Categories: Investment Planning, Single Point of View|Comments Off on What do we do when stocks AND bonds both go down?

How to Embrace Emotional Spending

Did you know our Personal CFO, Meghan Dwyer, hosts her own podcast?  Money Isn't Scary is a podcast designed to help you take an honest look at the thoughts and emotions behind your relationship with money. I’m Meghan, a mom of 2 young boys, a financial planner, and emotional spender. Despite being a financial planner, I’ve never truly felt [...]

By |March 31st, 2022|Categories: Cash Flow, Family Planning, Personal CFO, Single Point of View|Tags: |Comments Off on How to Embrace Emotional Spending

Ukraine Humanitarian Relief

It’s difficult to turn on the news these days without seeing the crisis in Ukraine unfold. We’ve had several clients reach-out with interest in supporting relief efforts in Ukraine and accordingly wanted to send out a message with some resources if you are considering donating. Fidelity Charitable has produced a page on their website to highlight several approved charities [...]

By |March 29th, 2022|Categories: Charitable Planning, Single Point of View|Tags: |Comments Off on Ukraine Humanitarian Relief
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