planning | Basepoint Wealth

Health Savings Accounts Just Got More Powerful

Preparing for healthcare expenses in retirement requires careful planning and the ability to maximize tax advantage accounts such as...

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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...

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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...

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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...

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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...

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Asset Location: A Tax Lens on Retirement Investing

Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.

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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.

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Donor Advised Funds: Tax Benefits, Growth and Control

A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control

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