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Blog

Scott Sullivan | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Scott Sullivan | Feb 15, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Elderly woman and younger woman having a conversation
Scott Sullivan | Feb 8, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Man cleaning floor in restaurant
Scott Sullivan | Feb 1, 2022

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Yellow Volkswagen van on road in desert
Scott Sullivan | Jan 25, 2022

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Happy elderly couple holding yellow flowers
Scott Sullivan | Jan 18, 2022

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Hand holding a house key
Scott Sullivan | Jan 11, 2022

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Man with glasses leaning against a wall
Scott Sullivan | Jan 4, 2022

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Senior couple in a meeting with a financial professional
Scott Sullivan | Dec 28, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Scott Sullivan | Dec 21, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Row of townhomes
Scott Sullivan | Dec 14, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Man sitting at a long table in front of a window. He is looking at his phone.
Scott Sullivan | Dec 7, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Bedford Office

2 Beaudoin Street, Suite A
Bedford, NH  03110

E: john@bayptfin.com
P: 603-626-6699

Laconia Office

144 Pleasant Street
Laconia, NH  03246

E: scott@bayptfin.com
P: 603-581-2629

 
 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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