Moneypenny Minute: Your Finance Moment

This month, we’re excited to highlight Karyn Blasi Hellar, a visionary designer of bespoke wellness retreats. What better way to kick off the new year than by setting fresh financial and wellness goals at an inspiring retreat in the breathtaking French Polynesia? With a Bachelor’s in… Read More >>

Reflecting on Flexibility with Wealth Building

Building wealth requires inhabiting a mindset that empowers you to grow, face challenges, and feel connected to your financial journey. Life’s unpredictability can have a significant impact on our finances, but external factors don’t have to run the show. Your mindset shapes how you approach setbacks… Read More >>

Moneypenny Minute: Your Finance Moment

“Who run the world? Girls!” We think Beyoncé was talking about the fearless female snowboarders who are absolutely SLAYING the slopes and taking over a sport once dominated by men.  This winter, let’s celebrate the incredible women blazing their own trails in the snowboarding world!  From the legendary Chloe… Read More >>

Money Penny Minute: Your Finance Moment

Welcome Kara Branson, CRPC® to our team! Kara Branson joins Singer Wealth Management as a Virtual Client Associate, bringing over 24 years of experience in the financial services industry. She has a strong background in working closely with individuals and families and is deeply passionate about… Read More >>

Reflecting on Gratitude for Your Financial Plan

As we enter “the season of gratitude,” we pause to recognize the deeper gifts a financial plan can provide. Beyond numbers, a financial plan can provide clarity, confidence, peace of mind, and joy—all important components of an enriching life. Let’s explore each of these gifts and… Read More >>

Moneypenny Minute: Your Finance Moment

October is Cybersecurity Awareness Month, and it is a reminder to all of us to be vigilant when it comes to protecting our personal and biometric information. This is especially important for our retired friends and family. At SWM, we have been following the updates from… Read More >>

How to Protect Your Retirement Account from Scams

October is Cybersecurity Awareness Month, making now the perfect time to take a closer look at how retirees can protect their hard-earned savings from increasingly sophisticated cyber scams. Retirement accounts, such as IRAs and 401(k)s, are prime targets for cybercriminals, making it essential to know how… Read More >>

Moneypenny Minute: Your Finance Moment

How to stay on top of health while building wealth If you have been pouring your heart and soul into your business, it may be time to transform your mind and body through movement and mindfulness. Recharging the body and soul is good for your health and… Read More >>

How to Embrace Sudden Wealth (And Live Your Best Life)

Imagine waking up to discover you’ve come into sudden wealth. The thrill of newfound financial freedom can be exhilarating, but it also comes with its own set of challenges. Whether through an inheritance, a financial windfall, or a major success, managing sudden wealth involves practical planning and… Read More >>

Moneypenny Minute: Your Finance Moment

The Widow Barbe-Nicole Clicquot film came out this summer and it tells the story of how a woman who inherited a vineyard was able to turn these grapevines into a successful champagne empire. The Veuve Clicquot brand continues to rule the sparkling wine industry today! Through… Read More >>

How to Start a Thriving Side Business

Developing a side business offers an exciting opportunity to explore your interest while boosting your income. Whether you’re eager to transform a hobby into a revenue stream or simply curious about the world of business, starting a side business requires a mindful approach to balancing passion… Read More >>

Singer Wealth Management