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
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.