Take a moment to look at the women around you. Whether they’re reimagining how professional networks can best support women or transforming the future of women’s health, women are shaping the vibrant, equitable economy of our future.  But the truth is, we still haven’t tapped into the… Read More >>

“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 >>

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 >>

Are you living to work or working to live? A healthy way to begin anew with money is to accept yourself and plan for the future that you want. 

For many, practicing mindfulness is an absolute game changer for their well-being. By observing their thoughts and emotions, people who practice mindfulness often find a great sense of clarity, relief, and joy. From finding peace in moments of turbulence to strengthening connections with loved ones, the… Read More >>

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. 

The Roth IRA is a sharp arrow in the retirement planning quiver. While high earners are unable to directly access this tax-advantaged tool, they can convert a traditional IRA to a Roth IRA. This strategy, known as the “backdoor Roth conversion,” may possibly be phased out… Read More >>

Whether you have an established estate plan or are in the process of assembling one, big changes are ahead – and those changes are a mixed bag. On the one hand, the estate tax exemption has been bumped up to $12.06 million for 2022. On the… Read More >>

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 >>

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 >>

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 >>

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 >>