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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

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Other Sure Thing

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

 

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Real Cost of a Vacation Home

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

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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