Is Your Home Part of Your Retirement Plan?
Your residence can hold significant value in your retirement portfolio, and carefully considering your preferences and available choices...
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Basepoint Wealth
Nov 27, 20235 min
Retirement Planning for a New Paradigm
Although slightly more complicated currently, there are tried and true ways to make a plan to keep you on track for retirement on your...
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Basepoint Wealth
Nov 22, 20235 min
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...
58 views
Basepoint Wealth
Oct 17, 20235 min
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....
104 views
Basepoint Wealth
Oct 13, 20235 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...
51 views
Basepoint Wealth
Aug 4, 20234 min
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...
139 views
Basepoint Wealth
Apr 24, 20234 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...
34 views
Basepoint Wealth
Feb 23, 20233 min
Secure 2.0: Major Retirement Changes and More
What do the SECURE 2.0 Act changes to 401(k), Roth, RMD's and other retirement plan rules mean for you? From student loan repayments to...
33 views
Basepoint Wealth
Feb 2, 20234 min
Avoiding the Big Retirement Risks
The key is to take a multi-year planning approach. The goal is to even out income streams to keep taxes as low as possible. Retirement is...
95 views
Basepoint Wealth
Oct 31, 20224 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....
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Basepoint Wealth
Sep 19, 20224 min