Single Point of View2023-03-28T12:35:07+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.

What’s New(s) with Seth: August 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.  Editor's note:  This blog post was supposed to go live last month.. but I forgot to set the publish time ~ Ivan. [...]

By |September 21st, 2022|Categories: Investment Planning, Single Point of View, What's New(s)?|Tags: , , , , , , , , , , |Comments Off on What’s New(s) with Seth: August 2022

Student Loan Debt Relief Plan. What Now?

Editor’s Note:  If you don’t recognize Carlos’ name yet, you will soon.  Carlos Quintanilla is the newest addition to the SPP team.  Most of you know Susan Snyder who basically makes sure everything gets done around here – well, we’ve finally got Susan some help in that, welcome Carlos (you can learn a bit more about Carlos in his [...]

By |September 7th, 2022|Categories: Student Loans|Tags: , , , , , , , , , , |Comments Off on Student Loan Debt Relief Plan. What Now?

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?
Go to Top