Happy New Year to everyone!! I hope that you have had a great holiday. This is the first blog of the year. I think that I would like to start off by talking about Jimmy Carter. I met President Carter in 1980. He was the first person of...
Buzzards Bay Financial Planning
Financial Services
New Bedford, Massachusetts 6 followers
Charting Your Course to Financial Security
About us
Financial Planning, Retirement Planning, College Savings, Budgeting, Life Insurance, Investing, Notary Public Service Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Buzzards Bay Financial Planning, LLC and Grove Point Investments, LLC are not affiliated. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed
- Website
-
http://bbayfp.com
External link for Buzzards Bay Financial Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New Bedford, Massachusetts
- Type
- Self-Owned
- Founded
- 2012
Locations
-
Primary
Get directions
47 North Second Street
3rd Floor
New Bedford, Massachusetts 02740, US
Employees at Buzzards Bay Financial Planning
Updates
-
Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.
Estate Strategies of the Rich and Famous
bbayfp.com
-
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
Social Security Taxes
bbayfp.com
-
Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.
What Is a 1031 Exchange?
bbayfp.com
-
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
What Is a 1035 Exchange?
bbayfp.com
-
Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability. #GRATs
Grantor Retained Annuity Trusts (GRATs)
bbayfp.com
-
Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator
How Much Home Can I Afford?
bbayfp.com
-
How many credit cards do you have?
Spotting Credit Trouble
bbayfp.com
-
Check out the the next Episode of Season 2 for our "Charting Your Course Podcast" on our website (https://lnkd.in/eWUmBt9P) or Spotify! ~Listen in as Jeff has a few stories and tips for surviving this Holiday Season...~
-