Gen Z Is Getting an Early Start on Financial Independence.
A recent survey from January 2024 found that Gen Z is starting earlier in retirement savings than any other generation, at age 22. This...
top of page
Search
Basepoint Wealth
Apr 24 min read
Women and the Changing Financial Landscape
Women are independently accruing wealth and stand to inherit a significant portion of the $30 trillion wealth transfer in the near...
38 views
Basepoint Wealth
Apr 24, 20234 min read
How Do You Create Lasting Wealth?
Partnering with our advisory team at Basepoint Wealth can provide you with the knowledge and guidance necessary to develop your personal...
34 views
Basepoint Wealth
Apr 17, 20234 min read
Planning Your Finances When You're in the Sandwich Generation
Being sandwiched right in the middle of caring for children and aging parents requires thoughtful planning and a focus on your goals to...
35 views
Basepoint Wealth
Apr 10, 20234 min read
Women Investors Seek Goals, Not Just Gains
A 2023 study by Fidelity indicates over 80% of teenage girls would like more hands-on ways to learn about personal finance and investing....
266 views
Basepoint Wealth
Dec 20, 20224 min read
Managing Your Stock Options During a Transition
Managing Your Stock Options During a Transition
8 views
Basepoint Wealth
Oct 5, 20225 min read
Is it Time to Hire a Financial Advisor? A Few Points to Consider.
Building a trusting and value-add relationship with you is at the core of what we do. For most people, there's usually a point where...
224 views
Basepoint Wealth
May 1, 20224 min read
The Financial Future is Female
Women continue to create and embrace financial wealth and independence in record numbers. A recent study1 by Mckinsey & Company found...
22 views
Basepoint Wealth
Apr 5, 20224 min read
Gen X: It's Prime Time for a Financial Look Under The Hood
Many Gen-Xers have accumulated enough wealth that they realize they need help to manage a financial plan. For this generation, the...
45 views
Basepoint Wealth
Apr 4, 20226 min read
Setting the Scene Early for Your Financial Path
The goal of financial planning is two-fold: to help you enjoy your money now and to ensure that you are setting yourself up to achieve...
28 views
Basepoint Wealth
Mar 8, 20224 min read
International Women's Day: Celebrating Financial Milestones
Increased economic empowerment, career gains, and active participation in wealth decisions continue to shift the financial journey for women
8 views
Basepoint Wealth
Dec 29, 20214 min read
Organize Your 2022 Finance Picture Through A Fresh Lens
No matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
13 views
Basepoint Wealth
Dec 17, 20214 min read
The Trade-Offs: Starting a Small Business
The past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.
161 views
Basepoint Wealth
Dec 14, 20214 min read
Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
Increases in deductions and exemptions are one of the few areas that inflation can help out investors – but you’ll need to plan ahead to tak
19 views
Basepoint Wealth
Dec 13, 20215 min read
Should You Buy Your Castle, or Just Rent It?
The decision between renting and buying can be as simple as running the numbers and seeing which option is most cost-effective.
12 views
Basepoint Wealth
Nov 30, 20214 min read
Estate Planning for Digital Assets
While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
10 views
Basepoint Wealth
Nov 29, 20213 min read
An Upside of Inflation? Retirement Savings Limits Are Increasing Too
The IRS has increased the contribution limits for many retirement savings plans.
62 views
Basepoint Wealth
Nov 11, 20214 min read
Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.
71 views
The Seven Group
Oct 14, 20215 min read
Stock Options: An Owner’s Manual
Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can
18 views
Basepoint Wealth
Oct 10, 20214 min read
The New Value of Advice: A Return to Traditional Roles
In today’s complicated world, the total value that advisors can bring to the table is significant. Financial advice expands beyond products.
15 views
bottom of page