The Benefits of a Living Inheritance
The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...
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Basepoint Wealth
- Sep 19
- 4 min
Planning for the Five Big Tax Challenges in Retirement
Executing a multi-year strategy can help maximize your retirement lifestyle and plans. Creating a retirement paycheck that generates the...
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Basepoint Wealth
- Jul 22
- 4 min
Inflation, the Fed, and Recession. It's Not Linear.
Will the Fed increase rates more, and are we in or headed for a recession? Several factors play a part in addition to rates. The June CPI...
64 views
Basepoint Wealth
- Jul 22
- 5 min
Inherited 401(K) Guide: What You Should Keep in Mind For Your Beneficiaries
A Basepoint Wealth advisor can help guide and consult on how your future 401(K) funds will benefit your beneficiaries the best. Most...
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