Single Point Partners

04/06/2023

Accepted to college? Great!

But, should you appeal your financial aid offer? College Aid Pro wrote a great article highlighting the process and providing some awesome tips for writing an appeal letter.

Spring is in the air and college acceptance letters are rolling in. In addition to acceptance letters, schools may also provide a financial aid offer letter. This letter will include details on the financial aid that the school is offering the prospective student and could be comprised of federal lo...

10/10/2022

So, what is a Director of Financial Planning anyways?

Actually, most of you may already know him… we are excited to announce that Seth Corkin will be stepping into the role of Director of Financial Planning for Single Point effective January 1, 2023! So, what is a Director of Financial Planning anyways? Well, here at Single Point this role is focused...

03/31/2022

Did you know our Personal CFO, Meghan Dwyer, hosts her own podcast? Money Isn't Scary is a podcast designed to help you take an honest look at the thoughts and emotions behind your relationship with money. I’m Meghan, a mom of 2 young boys, a financial planner, and emotional spender. Despite being...

03/29/2022

It’s difficult to turn on the news these days without seeing the crisis in Ukraine unfold. We’ve had several clients reach-out with interest in supporting relief efforts in Ukraine and accordingly wanted to send out a message with some resources if you are considering donating. Fidelity Charitab...

03/10/2022

In financial planning it is so important to understand the "why" behind our decisions. At SPP we have tried to be very intentional with the growth of the firm and not simply allow growth to drive our direction. In our own business planning we have started with that same question when we have asked a...

01/31/2022

Wait, wasn’t the last “monthly” What’s New(s) with Seth in September? What happened to Q4? Little known fact about our PCFOs, there are only 10 months in their year because Oct/Nov/Dec are all combined into one long month we call “Year-End Planning”. They spend this time laser focused on...

01/25/2022

We are officially in a stock market "correction". Professor Rene is here to share some perspective on what is driving the current drop in stocks and revisit the SPP playbook for times like this. As always, we're here if you have any questions. - Shaun

10/22/2021

Fun night with the Single Point Team!

team noun 1: a number of persons associated together in work or activity: such as a: a group on one side (as in football or a debate)

10/22/2021

A great week at SPP!

team noun 1: a number of persons associated together in work or activity: such as a: a group on one side (as in football or a debate)

10/09/2021

Do you know a teacher, nurse, government employee or employee of a non-profit with student loans? If so, they will want to be aware of the changes made this week to the Public Service Loan Forgiveness Program. In short, the program was designed to encourage students to enter these careers by providi...

10/08/2021

Do you know a teacher, nurse, government employee or employee of a non-profit with student loans? If so, they will want to be aware of the changes made this week to the Public Service Loan Forgiveness Program.

Do you know a teacher, nurse, government employee or employee of a non-profit with student loans? If so, they will want to be aware of the changes made this week to the Public Service Loan Forgiveness Program. In short, the program was designed to encourage students to enter these careers by providi...

10/01/2021

In this video, Professor Rene helps us understand why sometimes the markets seem to be very high given all the bad news on the front page of the paper. In short, its the profits!

No matter how long you follow them, stock markets can continue to make you ask that question. As you know, we are not in the prediction business, we do like to put things in context and provide a little education where we can though. In this video, Professor Rene helps us understand why sometimes th...