Basepoint WealthJun 104 minRetirementTax Planning for Retirement: The Long GameHow much will good tax planning add to your retirement income? Tax planning for retirement is different from the strategies you deploy to...
Basepoint WealthMay 194 minBenefitsChanging Jobs: What Happens To Your 401(k)?Thinking through your 401(k) rollover strategy should be part of the financial housekeeping you do when you join a new company....
Basepoint WealthMay 24 minPersonal FinanceThe Financial Future is FemaleWomen continue to create and embrace financial wealth and independence in record numbers. A recent study1 by Mckinsey & Company found...
Basepoint WealthApr 135 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 54 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 46 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 84 minPersonal FinanceInternational Women's Day: Celebrating Financial MilestonesIncreased economic empowerment, career gains, and active participation in wealth decisions continue to shift the financial journey for women
Basepoint WealthFeb 104 minTaxesYou've Maximized Your 401(K). Should You Invest After-Tax In An IRA?As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...
Basepoint WealthJan 254 minArticleHow We Are DifferentUnderstanding the Fee-Only, Fiduciary Advisor Model
Basepoint WealthDec 17, 20214 minPersonal FinanceThe Trade-Offs: Starting a Small BusinessThe past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.
Basepoint WealthDec 14, 20214 minTaxesPlanning for 2022: The IRS Has Increased Several Key Deductions and ExemptionsIncreases 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
Basepoint WealthDec 13, 20215 minDebt ManagementShould 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.
Basepoint WealthNov 30, 20214 minEstateEstate Planning for Digital AssetsWhile protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
Basepoint WealthNov 16, 20214 minTaxesSpousal IRA: A Strategy for Tax-Advantaged SavingLack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
Basepoint WealthNov 10, 20214 minInsuranceDisability Insurance: How to Protect Your IncomeWhether you have your own business or work for an employer, protecting your income stream from an illness or injury that will prevent you...
Basepoint WealthMay 17, 20215 minPersonal FinanceConverting High Income into Lasting WealthIt’s become something of a reliable attention-getting headline that Millennials struggle to get ahead and create wealth. There's more to it.
Basepoint WealthApr 21, 20214 minPersonal FinanceSetting Your Goals: The Intentional Approach for Life & InvestingTaking stock is the first step to any larger goal setting.