Unsure whether the 4% Rule or a U-shaped spending curve fits your retirement goals? Let's talk strategy—our advisors can help tailor a...

Kate Wallace serves as President and Managing Partner of Basepoint Wealth, LLC. Kate Wallace, Basepoint Wealth President We are proud to...

Retirement savings limits are up—now might be the time to review your contributions and make sure you’re taking full advantage. The IRS...

Uncertainty may be the theme of the moment, but a well-balanced plan built with your Basepoint advisor will help you navigate and stay...