Speak with a Financial Expert
Client Access
Speak with a Financial Expert

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 ...
Read More
1 Comment Click here to read/write comments

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 ...
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

Female Breadwinners: Removing Stress From The Daily Grind

Posted by Lyn Dippel, JD, CFP® on June 17, 2021
Female Breadwinners: Removing Stress From The Daily Grind
Women have been achieving higher levels of success in the workplace and starting their own businesses in greater numbers over the past few years. Nowadays, female breadwinners are the primary earners in 40% of American households, with 37% of those women earning ...
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

Top 8 Obstacles To Female Leadership & How To Confront Them

Posted by Lyn Dippel, JD, CFP® on June 07, 2021
Top 8 Obstacles To Female Leadership & How To Confront Them
Although the number of women CEOs in S&P 500 companies reached an all-time high in 2020, the figure is still
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

High Net Worth Inheritance Planning: What You Need To Know

Posted by Jim Kantowski, CFP®, CPA on May 21, 2021
High Net Worth Inheritance Planning: What You Need To Know
Inheritance planning for your family’s future is an important part of an estate plan that can become complicated for high net worth individuals. Many Americans can pass down assets to their heirs without estate tax issues. However, this is not the case for ...
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

Divorce Financial Planning: 5 Key Tips For Divorcees

Posted by Lyn Dippel, JD, CFP® on May 06, 2021
Divorce Financial Planning: 5 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, ...
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

Wealth Preservation: 5 Key Strategies

Posted by Jim Kantowski, CFP®, CPA on April 26, 2021
Wealth Preservation: 5 Key Strategies | Bay Point Wealth
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 ...
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

How Women Of Wealth Are Changing Wealth Management

Posted by Lyn Dippel, JD, CFP® on April 20, 2021
How Women Of Wealth Are Changing Wealth Management | Bay Point Wealth
Female wealth has increased substantially over the past few years, with women now controlling 32% of the world’s money and contributing $5 ...
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

How To Pick A Wealth Management Firm: 4 Tips

Posted by Jim Kantowski, CFP®, CPA on April 15, 2021
How To Pick A Wealth Management Firm: 4 Tips | Bay Point Wealth
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 ...
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

The Importance Of Financial Planning For Women

Posted by Lyn Dippel, JD, CFP® on April 08, 2021
The Importance Of Financial Planning For Women | Bay Point Wealth
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 ...
Read More
0 Comments Click here to read/write comments

Topics: Financial Planning

All posts

Subscribe Here!

Recent Posts

Posts by Tag

See all

IMPORTANT DISCLOSURE INFORMATION

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.