Bay Point Wealth

The Complete Player (TCP) was founded by former Orioles player Andy Schindling. It’s mission is to provide transformative learning experiences to underprivileged youth, equipping them with business fundamentals, leadership skills as well as social and emotional ...

When you decide you’re ready to work with a financial advisor, it’s important to find the right fit for you based on your unique situation. Many firms specialize in certain areas, such as asset management or wealth management; their services differ in many ways. ...

Earlier this year a new federal income tax act was passed called the Coronavirus Aid, Relief and Economic Security Act, The “CARES Act.” The act provides two tax planning opportunities that many business owners could benefit from.

I’ve been learning a lot in the last year about mindfulness and meditation, thanks to the recent popularity of apps such as Calm, Headspace, and Waking Up. If I’m being honest, I admit I was a reluctant participant at first. But the concepts have grown on me—and ...

Financial planning can sometimes seem like an overwhelming process, but you can make it more straightforward—and effective—by taking a goals-based approach to wealth management, either on your own or with a financial advisor. Goals-based (or ...

You want to hold onto as much of your wealth as possible—but you know that’s easier said than done, especially when it comes to taxes. One way to save money at tax time that doesn’t require you to constantly track your expenses is by using tax-efficient ...

Trusting someone to manage your money is a big decision. You need to know that your wealth is in good hands, and that whoever you choose to look after it is not only knowledgeable in their field, but will act with your best interests in mind. That’s why it’s ...

With the close of the 2nd Quarter of 2020, the uncertainty of the spread of the coronavirus is still being felt around the globe and the outcome of its effects, from both a human and financial perspective are still unknown. Fortunately, we have seen a significant ...

Choosing to secure your family’s future by creating a financial plan that includes all aspects of your life and family, to build and preserve your wealth, is one of the most important decisions you’ll ever make. There’s no one-size-fits-all approach to family ...

Bay Point Wealth is excited to announce that Lyn A. Dippel, JD, CFP® has joined the firm as a Partner and Senior Advisor. Lyn brings over 18 years of experience, and she is one of Washingtonian magazine’s “Top Wealth Advisors” for 7 years running! ...