Moneypenny Moment: Your Finance Moment

Preserving wealth, through estate planning trusts. Families may be able to preserve family wealth by using various estate planning trusts such as Revocable Living Trusts, Irrevocable Life Insurance Trusts, Special Needs Trusts, and Charitable Trusts. Understanding how to use the various estate planning trusts may be… Read More >>

Moneypenny Moment: Your Finance Moment

Increasing women’s economic power, through Gender Lens Investing. Today, female investors are wanting to use their increasing wealth to promote gender equality as part of an investment strategy.

Moneypenny Moment: Your Finance Moment

“Words lead to actions that can change the world” – Amanda Gorman If you can say long-term investment plan, then you are talking about financial planning. If you are talking about financial planning, then you are getting ready to change your life. When you change your… Read More >>

3 Money Mistakes Entrepreneurs Make – and How to Fix Them

Even the savviest business owners have been there: we get swept up in our business goals, letting our personal priorities fall by the wayside. But as every entrepreneur knows, the longer our entrepreneurial dedication eclipses our personal needs, the more our business and personal goals will suffer. Thankfully,… Read More >>

Moneypenny Minute: Your Finance Moment.

Congress’s Build Back Better Act is giving us reason to make a decision about completing our Roth IRA Conversions before year-end.  If the bill passes through the Senate, Roth IRA Conversions may have limits that impact our tax, gifting, and estate planning strategies. 

Singer Wealth Management