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Setting Your Goals: The Intentional Approach for Life & Investing
Taking stock is the first step to any larger goal setting.

Basepoint Wealth
Apr 20, 20214 min read
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Executive Compensation: Cash Balance Plans
A Cash Balance Plan can help you create a flexible solution that can provide tax benefits and accelerate retirement savings for owners.

Basepoint Wealth
Apr 7, 20214 min read
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Understanding Your Credit Report
With privacy breaches back in the headlines, a timely reminder about the value of periodically checking your credit record.

Broadridge Investor Communication Solutions
Apr 4, 20215 min read
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Principle 7: Carefully consider costs
Our mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.

W. Allen Wallace
Mar 31, 202117 min read
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