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Finally, you have a partner in decision-making

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.

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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 picture

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AREAS OF EXPERTISE

  • Cash Flow Management
  • Capital Management
  • Retirement Accumulation & Distribution Planning
  • Income Tax Strategies
  • Risk Mitigation
  • Estate Planning
  • Trust Services
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Helpful Content

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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