Helping Your Kids Without Risking Your Retirement
How much is too much help for your children? Asking the hard questions and not sacrificing your savings plan is key. Helping your kids...
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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
W. Allen Wallace
- Jan 3
- 6 min
How Gain/Loss Reporting Can Mislead
A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
67 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
- 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
- Dec 29, 2021
- 4 min
Organize Your 2022 Finance Picture Through A Fresh Lens
No matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
12 views
Basepoint Wealth
- Oct 10, 2021
- 4 min
The New Value of Advice: A Return to Traditional Roles
In today’s complicated world, the total value that advisors can bring to the table is significant. Financial advice expands beyond products.
14 views
Basepoint Wealth
- Oct 7, 2021
- 5 min
Navigating Employee Stock Purchase Plans
Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
10 views
Basepoint Wealth
- Sep 26, 2021
- 6 min
Five Things to Know About Taxes in Retirement
Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.
18 views
Broadridge Investor Communication Solutions
- Jul 5, 2021
- 5 min
Hostage Data: Ransomware and Protecting Your Digital Information
Here are some tips to help make your data more secure.
6 views
Basepoint Wealth
- Jul 9, 2020
- 4 min
Understanding Life Insurance
A comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.
6 views
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