We get why you are putting off doing this very important work.
No one enjoys making weighty decisions with long-term impact. It certainly helps to have a knowledgeable guide by your side when you do. We begin by questioning everything. We’ll help you think through a sound strategy and hold your hand every step of the way. Because ultimately, our work is about having your back.
Welcome to Singular Private Wealth, P.C.Learn More
The Retirement Income Dilemma
If you are saving toward retirement today, you may have a very limited understanding of what retirement might look like when you actually get there. By that time, you may not be able to significantly change the pictureLearn More
The Bryan Crabtree Radio Show, Featuring Heath Beam
A mainstream talk show that covers the intersection of culture, business, and politics, The Bryan Crabtree Radio Show is both entertaining and thought provoking. Heath Beam regularly provides financial insights on the show.
Authentic Wealth Management
Authentic Wealth Management means looking at every single aspect of your financial life – because all of it is interdependent, and important. We pride ourselves on our strong technical expertise, objective advice, and commitment to client advocacy.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How long does a $20 bill last?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Healthy habits are one of the greatest gifts to give your child.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The federal government requires deceased individuals to file a final income tax return.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?