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.
Thank You
We wanted to say thank you to Emily Green for her 3 plus years with us. Emily has been with us since the inception of Single Point. Among many other roles, she designed the look and feel of our company's brand from our website to brochures, etc. Emily will be greatly missed. However, we are very excited for her in [...]
Single Point Hosts Financial Planners from Brazil
To kick off the Financial Planning Association Conference Weekend, Single Point hosted a group of Financial Planners from Brazil. There were interesting conversations on many aspects of financial planning and investing, both domestically and cross-boarder. We also shared some of the resources and best practices we utilize to help serve our clients. The worlds of financial planning and wealth management [...]
Planning For Medicare
If you weren't able to catch our webinar on Medicare, you can watch the recording here: http://spcfo.com/planning-for-medicareAs always, feel free to contact us with any questions. Call 617-600-0510 or email info@spcfo.com
Hiring Household Help? Don't Forget about your FSA.
Since this is the time of year where families may have just made some change to their household help either for their children or an elderly parent, it is a good time to make sure you are aware if your company offers a Dependent Care Account (Flexible Spending Account). Below is a case study that summarizes one family’s experience weighing [...]
DEADLINE: Switching from a SIMPLE IRA plan to a 401k
So here are the numbers for 2015: If a company currently has a SIMPLE IRA plan, the employee can defer up to $12,500/yr., plus an additional $3,000 if they are over age 50. The employer can choose to make a 2% non-elective contribution (more about this at the IRS website ) or match employee contributions, up to 3% of compensationSIMPLE IRA Summary: [...]
Changes to the Federal Student Aid Process
This month, President Obama announced some significant changes to the FAFSA program starting next year. One of the key changes to be aware of is changing the date when you are able to submit an application. Starting next October, you will be able to file as early as October 1st, as opposed to January 1 under the current rules. This [...]