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Long-Term Financial Goals: 6 Examples

Posted by Yvonne Talbott Scoggins on October 14, 2021
Long-Term Financial Goals: 6 Examples
Every day, you make small decisions that impact your financial future in one way or another. However, it’s also crucial to set long-term financial goals to guide you toward wise choices that will enable you to create the life you desire in your later years. ...
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Topics: Financial Planning

Retirement Plans For Lawyers: Top 4 Things To Consider

Posted by Lyn Dippel, JD, CFP® on October 11, 2021
Retirement Plans For Lawyers: Top 4 Things To Consider
As an attorney, you likely earn a salary that puts you in a high tax bracket, which can make timing and other aspects of retirement planning tricky. In this blog post, we’ll dig into this aspect of retirement plans for lawyers, plus three other key considerations ...
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Financial Security Vs. Financial Freedom: What’s The Difference?

Posted by Jim Kantowski, CFP®, CPA on September 14, 2021
Financial Security Vs. Financial Freedom: What’s The Difference?
Financial goals are highly personal. You may only wish to have your basic needs met and pay off your debts—or you might envision yourself buying a second property in a tropical destination where you’ll someday retire and spend your days poolside. Whatever you ...
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Fiduciary Vs. Suitability Standards: What’s The Difference?

Posted by Bill Hufnell, CPA, CFP® on August 30, 2021
Fiduciary Vs. Suitability Standards: What’s The Difference?
You’ve worked hard to save, to grow your wealth, and care for your family—and you want a financial advisor who will help you make the best decisions to attain your goals in the best way for your personal financial situation. This is why it’s critical to work with ...
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Family Financial Planning: Your Go-To Guide

Posted by Billy Hufnell on August 23, 2021
Family Financial Planning: Your Go-To Guide
Every family is unique, from your favorite birthday restaurant or road trip destination right down to your financial goals. However, one constant holds true for all families: It’s important to have a handle on your finances, and at a basic level, develop a ...
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Broker Vs. Fiduciary: How Are They Different?

Posted by Dan Ebinger on August 09, 2021
Broker Vs. Fiduciary: How Are They Different?
The advice you receive from a financial advisor can put you on track to realize your dreams, whether they involve building a business, passing down wealth to future generations, or something else entirely. However, in some cases, if the financial advice you ...
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Topics: Financial Planning

How Do You Manage Sole Breadwinner Stress?

Posted by Lyn Dippel, JD, CFP® on July 28, 2021
How Do You Manage Sole Breadwinner Stress?
As the only income earner in your household, or as a single individual, sole breadwinner stress can show up suddenly in your life and then be difficult to shake. This is especially true if your spouse has recently lost their job and you’ve become the new ...
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How To Build Generational Wealth For Your Family

Posted by Billy Hufnell on July 12, 2021
How To Build Generational Wealth For Your Family | Bay Point Wealth
When you’ve worked hard to create a good life for yourself and your loved ones, it’s crucial to make sure the wealth you’ve built stays in your family for the future well-being of your children and grandchildren. Knowing how to build generational wealth can be as ...
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High Net Worth Financial Planning: What Does It Look Like?

Posted by Billy Hufnell on June 28, 2021
High Net Worth Financial Planning: What Does It Look Like?
As a high net worth individual with a diverse portfolio of assets, taking the complexity out of financial planning is crucial to maximizing and preserving your wealth. In this article, we’ll explore the nuances of high net worth financial planning, its six main ...
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Topics: Financial Planning

Why Should You Have A Wealth Manager?

Posted by Jim Kantowski, CFP®, CPA on June 24, 2021
Why Should You Have A Wealth Manager?
Proper wealth management can make or break plans for your financial future. However, managing your wealth doesn’t have to be daunting or complicated. Having a wealth manager in your corner to help you make financial decisions is the first simple step to achieving ...
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Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bay Point Wealth [“Bay Point”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Bay Point.  Please remember that if you are a Bay Point client, it remains your responsibility to advise Bay Point, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Bay Point is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Bay Point’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.baypointwealth.com. Please Note: Bay Point does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bay Point’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Also Note: IF you are a Bay Point client, Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.