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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...

Basepoint Wealth
Feb 10, 20224 min read
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How We Are Different
Understanding the Fee-Only, Fiduciary Advisor Model

Basepoint Wealth
Jan 25, 20224 min read
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The Trade-Offs: Starting a Small Business
The past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.

Basepoint Wealth
Dec 17, 20214 min read
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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

Basepoint Wealth
Dec 14, 20214 min read
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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.

Basepoint Wealth
Dec 13, 20215 min read
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Estate Planning for Digital Assets
While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.

Basepoint Wealth
Nov 30, 20214 min read
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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.

Basepoint Wealth
Nov 16, 20214 min read
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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...

Basepoint Wealth
Nov 10, 20214 min read
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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.

Basepoint Wealth
May 16, 20215 min read
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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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