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 MoreThe 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
Helpful Content
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.