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Blog

Woman writing in a paper planner with a pen
Scott Sullivan | Nov 30, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Businesswoman looking at her phone
Scott Sullivan | Nov 23, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Scott Sullivan | Nov 16, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Scott Sullivan | Nov 9, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Scott Sullivan | Nov 2, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Scott Sullivan | Oct 26, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Mother and daughter cooking and laughing
Scott Sullivan | Oct 19, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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An exit sign in a modern office building
Scott Sullivan | Oct 12, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Scott Sullivan | Oct 5, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Woman in a suit holding a piece of paper. She is in an office setting.
Scott Sullivan | Sep 28, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Grandmother and granddaughter knitting together
Scott Sullivan | Sep 21, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Benefits of a 401(k) Plans to Young Adults | Bay Point Financial
Bay Point Financial | Nov 2, 2020

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance
Retirement
Pension
If you’ve a child graduating from high school / college and entering the workforce, they may have the chance to open up a 401(k) through their new employer.
Read More

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Offices

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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