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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

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

 

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Real Cost of a Vacation Home

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

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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