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Save the Date | Planning for Medicare

By |2015-09-10T20:10:00+00:00September 10th, 2015|Categories: Medicare|Tags: |

Single Point Partners is hosting an educational Webinar on Medicare. This presentation is geared towards people approaching Medicare eligibility or already on Medicare; it covers the enrollment timeline, Medigap plans, availability to early retirees, and much more.Online WebinarWe will email you instructions on how to view the webinar when the event gets closer.Wednesday, September 30th2:00pmFor updates [...]

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Filing For Social Security Online

By |2015-08-26T13:43:00+00:00August 26th, 2015|Categories: Social Security|Tags: |

Mary Beth Franklin, who writes extensively on issues involving social security, has published the below article on the benefits of filing for social security benefits online instead of calling or going to a physical office.  With so many couples using strategies like File & Suspend, it is a great article to read if you are going [...]

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Should Kid's Have To Do Chores For Their Allowance?

By |2015-08-05T19:04:00+00:00August 5th, 2015|Categories: Family Planning|Tags: |

This is just one of many questions raised and explored around the subject of teaching kids about money in Ron Lieber's book "The Opposite of Spoiled".  The book visits with parents around the country to discuss ways to help kids learn about money, and help parents learn how to talk to their kids about money.  Too [...]

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Save On Your Electric Bill: Summer Update

By |2015-07-20T18:57:00+00:00July 20th, 2015|Categories: General Planning|Tags: |

It may be due to the heat we have had the last couple weeks or just the fact that many folks have been finally able to work on their personal "to-do" lists. Regardless of the reason, questions about switching electric suppliers have resurfaced in conversations.   Keep in mind that if you are in the middle [...]

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Investment Update

By |2015-07-15T13:58:00+00:00July 15th, 2015|Categories: Investment Planning|Tags: |

The impact of our behavior on financial decisions is something that is getting more and more needed attention in the financial planning industry.  As volatility has picked up in the investment markets in recent days we thought it was a good time to re-address the philosophy we implement.   As we stated in a previous post,borrowing [...]

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Go Banking Rates

By |2015-06-25T15:09:00+00:00June 25th, 2015|Categories: Investment Planning|Tags: |

Check out Shaun's quote in Go Banking Rate's article, 5 Investing Fees Beginners Forget About.http://www.gobankingrates.com/personal-finance/5-investing-fees-beginners-forget/

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Tax Laws for Household Employees

By |2015-06-05T18:48:00+00:00June 5th, 2015|Categories: Tax Planning|Tags: |

When a family hires an individual to perform duties in or around their home, they are considered a “household employer.” The IRS views the worker — whether a nanny, health aide, housekeeper, gardener, cook/chef, personal assistant, estate manager, etc. — as an employee of the family. Misclassifying an employee as an “independent contractor” is considered tax [...]

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Earned Sick Time Safe Harbor for Employers

By |2015-05-18T19:37:00+00:00May 18th, 2015|Categories: Tax Planning|Tags: |

July 1 is fast approaching for businesses impacted by the new Earned Sick Time Law. However, the Attorney General is issuing a safe harbor to afford some businesses until January 1, 2016 to come into full compliance. If you already provide employees with paid time off, this may be of use to you. If you have [...]

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Medicare Premiums to Increase for High Income Beneficiaries

By |2015-05-14T12:36:00+00:00May 14th, 2015|Categories: Medicare|Tags: |

New legislation that was recently passed, known as the "Doc Fix" also has provisions that will change the income tiers for Medicare premiums beginning in 2018 (based on your income from the 2016 tax year).  While this is not the focus of the new law (Medicare Access and CHIP Reauthorization Act of 2015) it is one [...]

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How Budget Proposals Could Impact Your Estate Planning

By |2015-03-25T15:18:00+00:00March 25th, 2015|Categories: Estate Planning|Tags: |

President Obama’s recently published FY2016 budget includes several tax proposals which, if enacted, would significantly affect the estate planning landscape.Our friends at Pabian & Russell, LLC, a respected Boston law firm practicing in the areas of Elder Law, Corporate Law, Estate Planning and Taxation, have written a great overview of these proposed changes and the impact [...]

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