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
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.