Insurance Coverage Considerations for Ballplayers

The start of a new season is an important time for professional ballplayers to confirm insurance coverage for themselves and their dependents. BIP Wealth Personal Wealth Advisors Jim Poole and Kyle Schmidt -- both former professional pitchers -- share tips on what players should...

Financial Tips for Ballplayers in a Shortened Season

Kyle Schmidt
Baseball Division, Life Planning

Former World Series pitcher Jim Poole, CFP®️ and former professional pitcher Kyle Schmidt, CFP®️ -- both Personal Wealth Advisors in BIP Wealth's Baseball Division -- share financial tips tailored to the unique needs of professional ballplayers during a season sho...

Estate Planning and Trusts

J.P. Scott
Life Planning

When was the last time that you updated your will? Do you have an active Financial Power of Attorney and an Advance Healthcare Directive? In this panel discussion moderated by BIP Wealth CEO Bill Harris, attorneys Sarah Watchko of Hill & Watchko, LLC and Tim Curtin of Curtin...

What the CARES Act Means for Early Withdrawals from Qualified Retirement Plans

Aron Riddle
Economy, Life Planning

In March, President Trump signed into law H.R. 748 the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).  The most publicized benefit of the CARES Act is the direct payment provision to many Americans 1.  However, for some individuals facing mounting financial pre...