SinglePointPartners

Year-round decision & operational support of your family’s financial responsibilities delivered by your Personal CFO

[SinglePointPartners @spcfo]

Concentrating on concentration...

Single Point's @Rene_SPP addresses the run up in the Magnificent Seven stocks and what to do about it as an investor in his latest video.

https://t.co/0caMYCBDb0

[SinglePointPartners @spcfo]

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.

https://t.co/3L1KrYKElk

[SinglePointPartners @spcfo]

So, what is a Director of Financial Planning anyways?

https://t.co/IjotrFjzin

[Shaun Erickson CFP® @Shaun_SPP]

Pretty excited to share this from our colleague Meghan Dwyer. We’ve got an amazing team doing some cool stuff so we don’t want to keep it a secret.

https://t.co/UvgjXpRDM4

[SinglePointPartners @spcfo]

Are you SPPs next Personal CFO (aka Lead Financial Planner)?

Check out this opportunity and feel free to share with anyone you think might be interested in connecting with us!

https://t.co/CErgKmxLj7

[SinglePointPartners @spcfo]

A great week at SPP!
#Team

https://t.co/8ITog5maKe

[SinglePointPartners @spcfo]

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.

https://t.co/YnPpV6kh2R

[SinglePointPartners @spcfo]

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!

https://t.co/8CkwAygEeh

[SinglePointPartners @spcfo]

Want to know what's new with @Seth_SPP?

Quick peek: a tax hike, changes to Medicare & Social Security & @WalkerAntoine8

https://t.co/xiWqpVkccW

[SinglePointPartners @spcfo]

If you have kids who are dependents on your tax return, you may be wondering why you started receiving checks in the mail (or direct deposits to your bank) from the IRS in July.

Do you qualify? How much should you get? Should you take the money?

https://t.co/Lnx7gY3zJ2

[SinglePointPartners @spcfo]

SPP is excited to welcome our newest Planning Analyst, Abraham Kirby-Galen!

https://t.co/us36ypQH6f

[SinglePointPartners @spcfo]

Ok, we know it is technically August already.  But it is summer so we're just running a little slower around here.  Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely this month.

https://t.co/EockNkYGyB

[SinglePointPartners @spcfo]

The popular headline of the week/month is inflation. In this SPoV Rene gives us a history lesson on inflation and outlines what is drivng the current spike and what we're thinking about/paying attention to looking forward.

https://t.co/9XCECLYtf0

[SinglePointPartners @spcfo]

Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.

https://t.co/rDpF0RlaiX

[SinglePointPartners @spcfo]

Shiny Objects, Cocktail Parties, and Short Cuts: Why Is It So Hard to Be an Index Investor?

https://t.co/vBW9qKj9eY

[SinglePointPartners @spcfo]

Welcome (officially) Cassie Anton!

https://t.co/L7Be7LIv7o

[Shaun Erickson CFP® @Shaun_SPP]

I'd say @seth_spp 's expression here pretty much sums it up.  🤣

A mistake on your tax return, now what? https://t.co/EiWpPwVwA5

[SinglePointPartners @spcfo]

@Seth_SPP is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.

https://t.co/6Ab1naSXDx

[SinglePointPartners @spcfo]

If you are interested in developing your skills in both the art, and science of financial planning in a supportive, collaborative team environment (with none of the typical expectations of being a salesperson instead of a giver of advice), Single Point may be the place for you.

[Shaun Erickson CFP® @Shaun_SPP]

Help(ers) Wanted!

We're adding to the team at SPP.

Interested in developing your skills in both the art, and science of financial planning? @spcfo may be the place for you.

Learn more about the role, responsibilities, comp & our PCFO Career Path here:

https://t.co/3HO7XsodnQ

[SinglePointPartners @spcfo]

As a planning firm though, investments are only one piece of the overall puzzle in your financial life – and behavioral finance is really embedded in our process across the entire relationship.

#BehavioralFinance

Oh, Behave! https://t.co/y9TOudBinX