When getting a divorce, financial planning may be the last thing you want to think about. The process can be emotional and overwhelming, but it’s important to understand what your new financial situation as a single individual may look like before making any big decisions about your future.
Mutual funds are a great way to diversify your portfolio but make sure you understand the tax consequences before you purchase them—because the implications can be significant. In this week’s podcast, we talk about mutual funds, the taxes associated with mutual funds, what happens when you sell ...
Close your eyes and think about your retirement. What does it look like? How are you spending your time? What are you doing to find purpose and enjoyment?
In this episode of Conversations with Bay Point, Jon McGowan, Partner at Liff, Walsh & Simmons, joins the Bay Point team to discuss the ins and outs of intra-family loans. How to approach lending money to family members, exploring priorities, setting ...
The Biden administration has announced new details on its plan to implement Student Loan Forgiveness. Under the new initiative, millions of federal student loan borrowers will be eligible for loan forgiveness of up to $20,000. You may be wondering, “what do I have to do to claim this relief?” In ...
Have you been wondering what is the best way to pay for college? In this podcast, we discuss one solution, the 529 College Savings Plan, and the tax advantages associated with the plan.
As a client, it’s important to feel confident that your financial advisor is acting in your best interest and providing you with advice that’s right for your personal situation. In this podcast, we help you understand the difference between a Broker and a Fiduciary and how to decide which is ...
Investing is about perspective and patience, regardless of momentary downturns. Volatile periods like the one we’re experiencing now are scary, causing you to feel anxious and overwhelmed. What you need to remember is that you can’t control the markets, but you can make sure you’re in a great ...
Have you been dreaming of vacationing around the world, moving to a cabin or a beach, or just sleeping in every day? Join us for this podcast and let us help get you retirement ready!
Have you ever wondered, “How much money do I need to live off dividends?” In this podcast, you'll learn the answer varies depending on your financial situation, but it is possible. Join us as we explore the idea of living off dividends to help determine if it’s the right approach for ...
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