BayView Financial Management

BayView Financial Management A financial advisory practice of LPL Financial LLC

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09/01/2026

In addition to selling your business outright or gifting your business to your heirs, there are other strategies and options that you can use to transfer your business to your heirs. These options include transferring your business into a grantor retained trust, selling your business through an inst...

08/18/2026

An irrevocable life insurance trust (ILIT), sometimes referred to as a wealth replacement trust, is a trust that is funded, at least in part, by life insurance policies or proceeds. If properly implemented, an ILIT can help minimize estate taxes and provide a source of liquid funds to your estate fo...

08/11/2026

A new 1% interest rate reduction on federal student loans is now available to borrowers enrolled in auto pay.

08/04/2026

An employee stock ownership plan (ESOP) is a type of qualified defined contribution plan that you can use to help fund your employees' retirement. An ESOP can be a stock bonus plan, or a combination stock bonus plan and money purchase pension plan. ESOPs, and stock bonus plans generally, are unique....

07/28/2026

Here are some things to consider when deciding between a fixed rate or adjustable mortgage.

07/21/2026

When selling your business — regardless of whether the buyer is a family member, a key employee, or a third party — if the sale involves payments spread over time and funded from future business earnings, you need to ensure that you will collect on this income. When your long-term interests depe...

07/14/2026

In this week’s LPL Market Signals, Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeffrey Roach break down the first Federal Reserve meeting under new Chair Kevin Warsh, highlighting a more hawkish-than-expected stance, streamlined communication, and the introduction of new task...

07/07/2026

You may want to refinance if you can obtain a lower interest rate or lower your monthly payments.

06/30/2026

Retirement confidence slipped in 2026 for both workers and retirees.

Address

24 Bayview Street Suite 2
Camden, ME
04843

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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