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 More
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 pictureLearn More
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
When to start? Should I continue to work? How can I maximize my benefit?
A change in your mindset during retirement may drive changes to your portfolio.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Learn about what risk tolerance really means in this helpful and insightful video.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Savvy investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.