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.
How To Read a Financial Aid Award Letter
It is the time of year that many students are receiving acceptance letters to colleges. With that comes navigating the financials involved with paying for it. Below is an article from EFC Plus with an explanation on how to read a Financial Aid Award Letter. The most important part of analyzing the information is in separating the merit-based aid and [...]
Stock Markets & Tax Information
This was an email we sent to our clients last week that we wanted to share on our blog.To state the obvious, it has been a difficult start to the year for global stock markets. I don’t want to add to the noise you hear on TV or read about. As you know, predictions on where its going from [...]
Important Dates for New Social Security Claiming Strategy Rules
With the new rules for Social Security claiming strategies it is important to know the relevant dates to take advantage of the old rules. For many, this will be out of your hands. However, for those right around the Full Retirement Age right now (66), knowing these dates and acting in time could allow you to take advantage of a [...]
Congress Makes Changes to Social Security and Medicare
As part of the Federal Budget deal passed by Congress (still to be voted on by Senate) there are a couple of major changes to both Social Security and Medicare.Social Security File & Suspend Claiming Strategy Eliminated:We have worked with many clients to develop a plan to maximize social security benefits. Often times, this planning included a strategy commonly called [...]
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 [...]