Social Security Strategies for Married Couples
Social security planning is a crucial part of securing your retirement. It's like fitting together the pieces of a financial puzzle....
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Basepoint Wealth
- Oct 13
- 5 min
Should You Max Out Your 401(k) Contributions?
While maximizing your 401(k) contributions is important, it's equally crucial to align your financial goals, lifestyle, and investment...
42 views
Basepoint Wealth
- Oct 6
- 4 min
The Roth Only Catch Up Contribution Rule Will Get Time to Catch Up
Over 50 and thinking about making catch-up contributions to your Roth account? You may want to consider doing this now before a new...
71 views
Basepoint Wealth
- Apr 24
- 4 min
How Do You Create Lasting Wealth?
Partnering with our advisory team at Basepoint Wealth can provide you with the knowledge and guidance necessary to develop your personal...
21 views
Basepoint Wealth
- Apr 17
- 4 min
Planning Your Finances When You're in the Sandwich Generation
Being sandwiched right in the middle of caring for children and aging parents requires thoughtful planning and a focus on your goals to...
29 views
Basepoint Wealth
- Apr 10
- 4 min
Women Investors Seek Goals, Not Just Gains
A 2023 study by Fidelity indicates over 80% of teenage girls would like more hands-on ways to learn about personal finance and investing....
260 views
Basepoint Wealth
- Dec 20, 2022
- 4 min
Managing Your Stock Options During a Transition
Managing Your Stock Options During a Transition
6 views
Basepoint Wealth
- Oct 31, 2022
- 4 min
The Early Retirement Decision
Retirement is a big step, and having a plan in place that keeps you moving forward is important to making a successful transition....
15 views
Basepoint Wealth
- Oct 5, 2022
- 5 min
Is it Time to Hire a Financial Advisor? A Few Points to Consider.
Building a trusting and value-add relationship with you is at the core of what we do. For most people, there's usually a point where...
218 views
Basepoint Wealth
- Jun 10, 2022
- 4 min
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...
80 views
Basepoint Wealth
- May 19, 2022
- 4 min
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....
12 views
Basepoint Wealth
- May 1, 2022
- 4 min
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...
20 views
Basepoint Wealth
- Apr 13, 2022
- 5 min
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....
87 views
Basepoint Wealth
- Apr 5, 2022
- 4 min
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...
39 views
Basepoint Wealth
- Apr 4, 2022
- 6 min
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...
25 views
Basepoint Wealth
- Mar 8, 2022
- 4 min
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
7 views
Basepoint Wealth
- Feb 10, 2022
- 4 min
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...
42 views
Basepoint Wealth
- Jan 25, 2022
- 4 min
How We Are Different
Understanding the Fee-Only, Fiduciary Advisor Model
47 views
Basepoint Wealth
- Dec 17, 2021
- 4 min
The Trade-Offs: Starting a Small Business
The past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.
126 views
Basepoint Wealth
- Dec 14, 2021
- 4 min
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
16 views
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