Basepoint WealthApr 13, 20225 minRetirementCash Flow Planning, A Key When Thinking About RetirementEnsuring that your planning matches your life stage is critical to growing wealth and staying on track as you move forward....
Basepoint WealthApr 5, 20224 minPersonal FinanceGen X: It's Prime Time for a Financial Look Under The HoodMany Gen-Xers have accumulated enough wealth that they realize they need help to manage a financial plan. For this generation, the...
Basepoint WealthApr 4, 20226 minPersonal FinanceSetting the Scene Early for Your Financial PathThe 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...
Basepoint WealthMar 14, 20224 minRetirementCreating Flexible Income in Retirement: Roth ConversionsA Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...