Very good news for our clients with accounts held at Fidelity. Fidelity has announced that it has reduced trading costs on equity trades (including Exchange Traded Funds) from $7.95 to $4.95 per trade. As you may know, there are a number of iShares ETFs that trade at no cost on Fidelity's platform as well. [...]
Fall: leaves change, apple picking, football and health insurance. Something like that. October 15th began open enrollment for Medicare plan choices for 2017. If you want to review the coverage you have (Supplemental plans and Part D coverage) we have until December 7th to make changes. Open enrollment for health insurance plans through the Affordable Care [...]
If you have a child in college, or, will have one entering college in fall of 2017, I've got your weekend plans all lined up. The process for filing FAFSA (Free Application for federal Student Aid) has changed. The most important thing to know is that starting this Saturday (October 1) you can access the FAFSA [...]
With tomorrow being June 15th, we wanted to update this post from last year as a reminder to pay your quarterly tax estimates. Below are the links to simplify things and make these payments online. For many of us who have income that is not subject to tax withholding (for example: earnings from self-employment, interest, [...]
We were very fortunate to have Liam Cronan spend several weeks with us in May as part of his high school senior project. He was finishing up his senior year at Thayer Academy and will be starting at Bentley University in fall. He has a great work ethic, quickly completed projects and was eager to help. [...]
The question of whether or not to have one parent stop working to provide childcare is a difficult one for many families. The lifestyle we want for our families is all about choices and priorities. There is no right or wrong choice. There is no right or wrong priority. This is one of the the beauties [...]
Same content, new page. We've moved our Single Point of View blog directly onto the www.spcfo.com website. You'll notice a slightly new look to the blog. We plan to continue using this format for communicating planning related thoughts and educational information to you. We've also set up a Single Point Partners Facebook page if [...]
We have been fortunate over the past couple of weeks to have Liam Cronan join us at Single Point to work on a few projects. Liam is a senior at Thayer who will be attending Bentley in the fall. In a previous blog we touched on the topic of how to help teach your children [...]
In previous posts we outlined the beginning of some big changes to social security claiming strategies this year.http://singlepointpartners.blogspot.com/2015/10/congress-makes-changes-to-social.htmlhttp://singlepointpartners.blogspot.com/2015/11/important-dates-for-new-social-security.htmlNow that the important date of April 29th has passed what should you be aware of. One item we wanted to draw your attention to is the File & Suspend strategy for individuals. File & Suspend is still an [...]
I read a study recently that stated only 30% of those who refer to themselves as financial advisors actually provide any level of financial planning. One can only imagine that within that 30%, it is only a subset who are truly focused on planning vs. those who provide some planning as an ancillary service. [...]
