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
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.