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, ...

For many Americans, it’s common in our younger years to focus on saving money for life’s big milestones, such as buying a house, funding a child’s college education, or retirement. As we progress along our financial journeys, our focus often turns to growing the ...

Female wealth has increased substantially over the past few years, with women now controlling 32% of the world’s money and contributing $5 ...

Choosing a wealth manager is an important decision that requires your time and effort. This choice has the potential to impact the course of your financial future for better or worse, so it’s crucial to make your selection wisely—but don’t worry, the process ...

Between their responsibilities at work and at home, many women today are so strapped for time that financial planning is the last thing on their minds. If this sounds like you, you’re not alone. However, one of the most important pieces of financial ...

You need to be able to completely trust your financial advisor and feel comfortable asking any questions that are on your mind. This trust will give you peace of mind that they’re proactively managing your money—and with an expert eye—in a way that suits your ...

There’s no one-size-fits-all approach to wealth management—so finding the right financial firm to manage your money can take time. However, understanding the pros and cons of wealth management and knowing what to look for—and avoid—in a financial firm as you ...

Attorneys face unique financial planning challenges for a variety of reasons, such as their typical savings and income levels, insurance requirements, and more. This is why it’s essential to understand the key factors that financial planning for lawyers must ...

Finding opportunities to reduce the amount of tax you pay is an integral part of financial planning. Converting your investments from an Individual Retirement Account (IRA) to a Roth IRA is one way to potentially decrease your tax burden.

When it comes to managing your money, you need a financial advisor who understands your current situation, as well as your future goals. You must be able to trust that person to help you make the best possible decisions for you and your family. ...