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.
We loved hearing from so many of you after the last Behind the Curtain post, thanks to everyone who shared how you are using your points. Below, Michelle provides her own insights along with some great resources for managing and optimizing your credit card points. - Shaun I currently live over 5,000 miles and almost 12 hours of flight time [...]
We have a lot to manage in our financial lives, add credit card points to that list! With so many different cards and rewards there is no one right way to use them. Having a reminder (we're looking at you Knudge!) to at least make sure you are using them, and not losing them, is step one. In this [...]
The question we've been getting more often from retirees living off withdrawals from their portfolio is " Should I take less money out of my accounts given the market decline?". In the 3rd episode of Behind the Curtain, Seth Corkin and I share our conversation addressing this question.
We talk about the role of bonds in your portfolio as the "safer" component of your money. But how safe are they in times like this? In the second installment of Behind the Curtain, Rene and I share a clip of our conversation addressing this question.
"Should I open my investment statement this month?" One of the best things about working with a talented group of people is the ability to collaborate and brainstorm. Thinking through questions from clients together is part of our daily routine at SPP. We thought we'd try something a little different and bring you into the room on some of [...]
The recently passed CARES Act provides a number of resources to help small businesses. Our hope is that by sharing this information with our network, you will share it with any businesses you know who are struggling and truly need the help. Unfortunately, many of the people who need this help the most will not get it as [...]