Serving CFOs and Senior Staff Focus on ROI Support to Impact Employee Outcomes High Impact Firm with Low Impact Costs
 

About BFA

 

Service Model

 

Why BFA

 

Employee Outcomes

Delivering leadership to plan fiduciaries in their moral, ethical and governance obligations by providing what is in the best interest of their employees while maximizing the company ROI

Baystate Fiduciary Advisors is an independent firm with national scale and resources offering both 401(k) and 403(b) investment fiduciary advisory services for non-profit and for-profit organizations.

Based in Boston, Massachusetts, we serve clients throughout the New England area. With more than 20 years of experience, we employ globally accepted fiduciary standards of excellence that will not only help organizations in their pursuit of complying with ERISA obligations but strives to promote successful retirement outcomes for their employees and improving the company’s bottom line.

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Helpful Content

The Business Cycle

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Here are five facts about Social Security that might surprise you.

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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Death is No Excuse

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Critical Estate Documents

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Caring for Aging Parents

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Five phases to changing unhealthy behaviors.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate your monthly and annual income from various IRA types.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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5 Smart Investing Strategies

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Principles that can help create a portfolio designed to pursue investment goals.

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Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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There are a number of ways to withdraw money from a qualified retirement plan.

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Bursting the Bubble

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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