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    Search
    Tax Planning for Retirement: The Long Game
    Basepoint Wealth
    • Jun 10
    • 4 min
    Retirement

    Tax Planning for Retirement: The Long Game

    How much will good tax planning add to your retirement income? Tax planning for retirement is different from the strategies you deploy to...
    25 views
    Changing Jobs: What Happens To Your 401(k)?
    Basepoint Wealth
    • May 19
    • 4 min
    Benefits

    Changing 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....
    10 views
    The Financial Future is Female
    Basepoint Wealth
    • May 2
    • 4 min
    Personal Finance

    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...
    7 views
    Cash Flow Planning, A Key When Thinking About Retirement
    Basepoint Wealth
    • Apr 13
    • 5 min
    Retirement

    Cash Flow Planning, A Key When Thinking About Retirement

    Ensuring that your planning matches your life stage is critical to growing wealth and staying on track as you move forward....
    63 views
    Gen X: It's Prime Time for a Financial Look Under The Hood
    Basepoint Wealth
    • Apr 5
    • 4 min
    Personal Finance

    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...
    31 views
    Setting the Scene Early for Your Financial Path
    Basepoint Wealth
    • Apr 4
    • 6 min
    Personal Finance

    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...
    21 views
    International Women's Day: Celebrating Financial Milestones
    Basepoint Wealth
    • Mar 8
    • 4 min
    Personal Finance

    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
    5 views
    You've Maximized Your 401(K). Should You Invest After-Tax In An IRA?
    Basepoint Wealth
    • Feb 10
    • 4 min
    Taxes

    You'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...
    35 views
    How We Are Different
    Basepoint Wealth
    • Jan 25
    • 4 min
    Article

    How We Are Different

    Understanding the Fee-Only, Fiduciary Advisor Model
    39 views
    The Trade-Offs: Starting a Small Business
    Basepoint Wealth
    • Dec 17, 2021
    • 4 min
    Personal Finance

    The Trade-Offs: Starting a Small Business

    The past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.
    37 views
    Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
    Basepoint Wealth
    • Dec 14, 2021
    • 4 min
    Taxes

    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
    12 views
    Should You Buy Your Castle, or Just Rent It?
    Basepoint Wealth
    • Dec 13, 2021
    • 5 min
    Debt Management

    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.
    7 views
    Estate Planning for Digital Assets
    Basepoint Wealth
    • Nov 30, 2021
    • 4 min
    Estate

    Estate Planning for Digital Assets

    While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
    5 views
    Spousal IRA: A Strategy for Tax-Advantaged Saving
    Basepoint Wealth
    • Nov 16, 2021
    • 4 min
    Taxes

    Spousal IRA: A Strategy for Tax-Advantaged Saving

    Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
    4 views
    Disability Insurance: How to Protect Your Income
    Basepoint Wealth
    • Nov 10, 2021
    • 4 min
    Insurance

    Disability Insurance: How to Protect Your Income

    Whether you have your own business or work for an employer, protecting your income stream from an illness or injury that will prevent you...
    1 view
    Converting High Income into Lasting Wealth
    Basepoint Wealth
    • May 17, 2021
    • 5 min
    Personal Finance

    Converting High Income into Lasting Wealth

    It’s become something of a reliable attention-getting headline that Millennials struggle to get ahead and create wealth. There's more to it.
    1 view
    Setting Your Goals: The Intentional Approach for Life & Investing
    Basepoint Wealth
    • Apr 21, 2021
    • 4 min
    Personal Finance

    Setting Your Goals: The Intentional Approach for Life & Investing

    Taking stock is the first step to any larger goal setting.
    4 views

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