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 >>

Moneypenny Minute: Your Finance Moment

Women Weavers of Turkey Find Financial Independence The Carpet Weaver Few items are layered with as much meaning as a Turkish carpet. Turkish carpets tell a rich story of economy, geography, and local traditions. The proud women who make up the backbone of this rich weaving… Read More >>

Strategic Retirement Planning for Corporate Executives

As an executive in a dynamic business landscape, you’ve excelled in driving corporate success. But as retirement approaches, a new challenge arises: How do you transform your hard-earned resources into steady, comfortable cash flow for your post-career life?  In this blog, we’ll cover:  The Importance of… Read More >>

Navigating Market Volatility and Investing with Pride

Investing can be a daunting prospect, especially in the presence of market volatility. We find that many of our LGBTQ+ clients feel conflicted between their determination to achieve their financial goals and their wariness of the stock market. On the one hand, it can be nerve-wracking… Read More >>

Estate Planning Essentials for Young Families

Welcoming a new member into your family is nothing short of life-changing. As you celebrate each milestone on your new path, it’s essential to carve out space to prepare for your family’s well-being. Developing your estate plan is a crucial step toward securing your new family’s… Read More >>

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