How Are Financial Advisors Paid? A Fee And Cost Guide

    Posted by Jake Sadler on September 26, 2022
    How Are Financial Advisors Paid? A Fee And Cost Guide
    How are financial advisors paid? This is an important question to ask because it can directly impact your financial future. The source and structure of an advisor’s compensation can indicate where that advisor’s interests may lie, shedding light on any potential conflicts of interest that could ...
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    Topics: Financial Planning

    The Importance Of Estate Planning: 6 Key Elements

    Posted by Bill Hufnell, CPA, CFP® & Jake Sadler, CFP® on September 12, 2022
    The Importance Of Estate Planning: 6 Key Elements
    Whether or not you’ve considered estate planning at this point in your financial journey, if you have assets and an estate, you need an estate plan. Without an estate plan, you and your family could be vulnerable to financial risk. In this guide to the importance of estate planning, we’ll break ...
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    Topics: Financial Planning

    A Guide To Retirement Income Planning

    Posted by Jake Sadler on September 08, 2022
    A Guide To Retirement Income Planning
    Retirement is a personally transformative time in life. For most, rather than having the majority of your waking hours occupied by your job, you suddenly have a lot more free time on your hands. Because the concept of retirement is commonly intertwined with the sense of purpose in life that is ...
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    Topics: Financial Planning, Retirement Planning

    6 Post-Retirement Concerns That You Need To Prepare For

    Posted by Jim Kantowski, CFP®, CPA on August 29, 2022
    6 Post-Retirement Concerns That You Need To Prepare For
    Ideally, retirement should be a phase in life when you can enjoy more time to pursue your passions outside of work, like spending time with your family, traveling the world, or immersing yourself in your favorite hobbies. However, for many Americans, retirement is a time of financial stress—and ...
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    Topics: Retirement Planning

    Divorce Financial Planning: 7 Key Tips For Divorcees

    Posted by Lyn Dippel, JD, CFP® on August 22, 2022
    Divorce Financial Planning: 7 Key Tips For Divorcees | Bay Point Wealth
    Going through a divorce is a huge transition, with multiple aspects of your life changing at once. It can be extremely challenging, both emotionally and logistically. While financial planning when getting divorced may be the last thing you want to think about, it’s important to understand what ...
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    Topics: Financial Planning

    What Is A Charitable Remainder Trust (CRT)?

    Posted by Dan Ebinger on August 18, 2022
    What Is A Charitable Remainder Trust (CRT)?
    When you have charitable giving intentions, the options available to you to fulfill them can be overwhelming. In this article, we’ll look at one specific charitable vehicle: a CRT trust (charitable remainder trust). We’ll define what a CRT trust is, explore two types of CRTs and the assets you ...
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    Topics: Financial Planning, Wealth Management

    What Is My Liquid Net Worth? (How To Calculate)

    Posted by Billy Hufnell on August 17, 2022
    What Is My Liquid Net Worth? (How To Calculate)
    Even if you’ve never considered it before, “What is my liquid net worth?” is a question worth asking. Understanding your current financial situation is essential to determining how you’ll reach your future objectives—for example, whether you’ll have enough money to fund your ideal retirement.
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    Topics: Financial Planning

    Broker Vs. Fiduciary: How Are They Different?

    Posted by Dan Ebinger & Jake Sadler on July 18, 2022
    Broker Vs. Fiduciary: How Are They Different?
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    Topics: Financial Planning

    Quarterly Market Review - Q2 2022

    Posted by Jim Kantowski, CFP®, CPA on July 15, 2022
    For specific information on last quarter’s market performance, please download our Q2 Market Review.
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    Topics: Investment News

    What Do I Need To Know About Mutual Fund Taxes?

    Posted by Jim Kantowski, CFP®, CPA on July 14, 2022
    What Do I Need To Know About Mutual Fund Taxes?
    Investing your money in mutual funds is a great way to diversify your portfolio by gaining access to different asset classes and countries in a simple and low cost manner. However, as is the case with any investment, you should understand the tax consequences of mutual funds before you purchase ...
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    Topics: Financial Planning, Wealth Management

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