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Singer Wealth Singer Wealth Advisors is an SEC registered investment advisory firm, registration with the SEC does not imply a level of skill or training.

We counsel families about growing and preserving their wealth with an emphasis on finding investments with attractive risk adjusted returns and strategies that can mitigate the impact of taxes. "Likes" and recommendations should not be considered a positive reflection of the services or advice offered by Keith Singer and/or Singer Wealth; positive reviews of experiences with Keith Singer and/or Singer Wealth may not reflect the experience of all, or even most, clients. Visitors to this page should not post positive reviews of their experience with either as such testimonials may be prohibited under state and federal securities laws.

10/16/2026

Your Medicare plan from last year may be the wrong plan this year.

Medicare Open Enrollment runs October 15 – December 7. It’s your yearly chance to change your Medicare Advantage or prescription drug plan.

Plans change every year: premiums, covered drugs, and which doctors and hospitals are in network. Many people only find out when a bill arrives.

Keith’s simple 20-minute review:
✅ List every medication you take
✅ List every doctor you want to keep
✅ Check that next year’s plan still covers both at a reasonable cost

One thing that surprises people: your Part B and drug premiums are based on your income from two years ago. A large Roth conversion, a big capital gain, or selling a business can raise your Medicare premiums two years later.

That’s why tax planning and healthcare planning belong in the same conversation.

🎥 Watch the full conversation on Prosper, full episode in the comments 👇

10/15/2026

You may have a silent partner in your retirement account: the IRS.

Without thoughtful planning, taxes on retirement distributions may have a greater impact on the wealth you ultimately retain.

Making smart decisions about your IRA isn’t only about your retirement today it can also affect how much of your wealth ultimately remains for you and your family.

We created the Silent Partner Buyout Guide to help you better understand strategies that may reduce the impact of taxes on your retirement assets.

Want the guide?

👇Comment “BUYOUT” below and we’ll send it to you.

Disclosure: “Silent partner” is an analogy referring to potential taxes on retirement account distributions. Tax treatment varies by account type and individual circumstances. For educational purposes only; not individualized investment, tax, or legal advice.

10/13/2026

Is your financial advisor wearing two hats?

Many advisors are "dual-registered," meaning they can act as a broker (earning commissions on what they sell you) AND as an advisor. Understanding which capacity your financial professional is acting in, and how they're compensated, can be an important part of evaluating the relationship.

In 2018, Keith Singer stopped being a broker and committed to being a fiduciary only. Eight years later, Singer Wealth went from $100 million to $1 billion in assets.

So we're curious: Would you rather your advisor earn a commission or work strictly as a fiduciary? Let us know below. 👇

Singer Wealth Advisors LLC is a registered investment advisor firm. Assets under management as of 10/1/26. Past growth is not indicative of future results. For informational purposes only; not investment advice.

Your financial life doesn’t happen in separate categories and your planning shouldn’t either.Investments can have tax im...
10/09/2026

Your financial life doesn’t happen in separate categories and your planning shouldn’t either.

Investments can have tax implications. Retirement-income decisions can affect a portfolio. Healthcare costs may influence long-term planning. Legacy goals can shape decisions being made today.

Looking at these areas together can provide a more complete view of your financial picture and help you understand how one decision may affect another.

At Singer Wealth Advisors, we take an integrated approach to financial planning, building strategies around each client’s goals, priorities, and individual circumstances.

Want to learn more about our approach to comprehensive financial planning? Explore Singer Wealth Advisors here: https://singerwealth.com/



For educational purposes only. This is not tax, legal, or investment advice. Consult a qualified professional regarding your individual circumstances.

The best time to start was yesterday. The next best time is now.Financial planning is easy to postpone. Work gets busy. ...
10/07/2026

The best time to start was yesterday. The next best time is now.

Financial planning is easy to postpone. Work gets busy. Priorities compete for attention. And when there isn’t an immediate problem to solve, reviewing your financial strategy can quietly move down the list.

But your life may look different than it did a year, or even a few months ago. Retirement may be closer. Your family, income, goals, or priorities may have changed. Those changes can be a good reason to revisit the bigger picture.

Financial planning isn’t about having every answer at once. It’s about understanding where you are today, identifying what matters most, and making informed decisions as you move forward.

What part of your financial plan have you been meaning to revisit?



For educational purposes only. This is not tax, legal, or investment advice. Consult a qualified professional regarding your individual circumstances.

Your investment portfolio is important, but it’s only one part of your financial picture.Retirement income, tax consider...
10/05/2026

Your investment portfolio is important, but it’s only one part of your financial picture.

Retirement income, tax considerations, healthcare expenses, estate and legacy planning, charitable goals, and investments can all influence one another. Looking at those areas together can help create a clearer view of the decisions in front of you.

At Singer Wealth Advisors, our planning approach considers the broader financial picture rather than treating each decision as a separate event. The goal is to build a strategy around your priorities, circumstances, and the life you’re working toward.

Want to see more about the areas we help clients plan for? Explore Singer Wealth Advisors here: https://singerwealth.com/



For educational purposes only. This is not tax, legal, or investment advice. Consult a qualified professional regarding your individual circumstances.

Your financial plan should answer a bigger question than “What do I own?” It should help address: “What am I working tow...
10/02/2026

Your financial plan should answer a bigger question than “What do I own?” It should help address: “What am I working toward?”

For some people, that means preparing for retirement. For others, it may mean creating more flexibility, supporting family, planning a legacy, or balancing several priorities at once.

At Singer Wealth Advisors, we believe those goals should help shape the planning conversation. We work to understand where you are, what matters most to you, and the financial considerations that may be relevant as life changes.

What is one goal you want your financial plan to support in the years ahead? Share it in the comments.



For educational purposes only. This is not tax, legal, or investment advice. Consult a qualified professional regarding your individual circumstances.

10/01/2026

Coffee tastes better with good company. ☕🤍

A big thank you to everyone who joined us for our Coffee Event & Quiet Wealth book signing! It was such a pleasure spending the morning with so many familiar faces.

Great coffee, great people, and a great way to start the day.

We can’t wait to do it again! ☕✨

10/01/2026

An all-time high in your investment account may sound like great news, but what it means can depend on where you are in your retirement journey.

If you’re still regularly contributing, higher prices can mean your ongoing contributions are buying fewer shares. If you’re approaching retirement, strong market levels may create an opportunity to reevaluate how your portfolio is positioned for the years ahead.

In this video, Keith Singer explains why the same market environment can look very different depending on whether you’re still accumulating wealth or preparing to generate income from it.

📘 Learn more in Quiet Wealth:
https://www.amazon.com/dp/B0H8V2TTSL

A trust can say exactly what you want and your estate plan can still go wrong.One reason is that the legal documents an...
09/30/2026

A trust can say exactly what you want and your estate plan can still go wrong.

One reason is that the legal documents and the financial accounts do not always match.

In a recent planning review, we compared a client’s estate documents with her actual accounts and beneficiary designations.

That review uncovered several important issues:
Some accounts had never been retitled to the trust.
Several beneficiary designations were incomplete.

And the way the charitable gifts were structured could have resulted in family members inheriting assets with a greater potential tax burden while charities received more tax-efficient assets.

The documents themselves were thoughtfully drafted.
The problem was that the legal plan and the financial plan were not fully coordinated.

Estate planning is not only about what the trust says. It is also about how assets are titled, how beneficiary designations are structured and which assets ultimately pass to each beneficiary.

A good estate plan should work on paper and in the accounts.



Singer Wealth Advisors is not a legal firm. Legal services offered through Keith Singer PLLC. Individual tax and estate-planning outcomes depend on specific circumstances. Consult qualified legal, tax and financial professionals regarding your situation.

Address

Boca Raton, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15619989985

Website

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