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: September 2021
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. The house panel pushed through a revised tax proposal on 9/13/21. While there will most certainly be modifications before anything is [...]
Child Tax Credit: What is it and Should I be taking it?
If you have kids who are dependents on your tax return, you may be wondering why you started receiving checks in the mail (or direct deposits to your bank) from the IRS in July. Earlier this summer, close to 39 million families started receiving advanced monthly child tax credit payments. With these payments came a lot of questions, such [...]
Welcome Abraham Kirby-Galen!
Please welcome the newest Planning Analyst to the SPP team – Abraham Kirby-Galen! Many of you will get to know Abraham directly in the coming weeks/months, but here are a few fun facts to introduce Abraham in the meantime: Abraham grew up in Arlington, MA and attended High School at Gann Academy in Waltham Abraham graduated Magna Cum Laude [...]
When Your Aging Loved One Refuses Assistance
There is a lot of complexity in the decision to get outside help for an aging loved one. The mix of technical knowledge needed to get the right help in place with the emotional aspects of the decision itself is sure to add onto an already stressful time in your life. Then there is convincing your aging parent that [...]
What’s New(s)? with Seth: August 2021
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. Legislation has been introduced in the senate to eliminate the beneficial tax treatment of carried interest. Private equity managers use the [...]
What’s New(s) with Seth? July(ish) 2021
Ok, we know it is technically August already. But it is summer so we're just running a little slower around here. 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. [...]