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
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Helpful Content
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
5 Tips for Smarter Decisions in Turbulent Times
Take the long view - 5 tips for staying on track even during volatile times
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You’re Not an ATM: 5 Tips for Teaching Your Kids the Value o
“Mom, can I have five bucks?” These words will be heard by all parents at some point. Every parent must decide...
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.