Basepoint WealthNov 22, 20235 minRetirementHelping Your Kids Without Risking Your RetirementHow much is too much help for your children? Asking the hard questions and not sacrificing your savings plan is key. Helping your kids...
Basepoint WealthApr 17, 20234 minRetirementPlanning Your Finances When You're in the Sandwich GenerationBeing sandwiched right in the middle of caring for children and aging parents requires thoughtful planning and a focus on your goals to...
W. Allen WallaceJan 3, 20236 minTaxesHow Gain/Loss Reporting Can MisleadA note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
Basepoint WealthOct 5, 20225 minPersonal FinanceIs 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...