Moneypenny Minute: 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. 

Moneypenny Minute: Your Finance Moment

Think of an estate plan as a roadmap that will guide the process of passing along your wealth after you pass away. This roadmap includes: A will, which outlines who will receive your assets, who will care for your children (if you have any), and who… Read More >>

SWM Has an Intern

Meet Our Intern! Hello everyone! My name is Sophia Singer, and I am currently taking part in an internship at Singer Wealth Management to gain real-world experience in the finance industry and broaden my financial understanding of financial planning and investing. I am currently a third-year… Read More >>

Financial Independence for the Family PR

Who is Your Family PR? If you’ve been tapped as the Personal Representative for your parents or grandparents, you should know that it comes with certain legal obligations. Below are some tips for the PR of an estate and an estate management checklist for you to consider. PR, Know Who… Read More >>

Celebrating all Dads

Dad’s Have Great Advice On regular occasions when I find myself needing money and life advice, I naturally go back to my father. He always answers my questions, weighs in on business ideas and is a great sounding board when I’m looking for feedback on questions… Read More >>

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