top of page
Search
Basepoint Wealth
Apr 4, 20226 min read
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...
28 views
Basepoint Wealth
Mar 14, 20224 min read
Creating Flexible Income in Retirement: Roth Conversions
A Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...
40 views
W. Allen Wallace
Mar 9, 20227 min read
Commentary: Are We There Yet?
Market swings may feel like adequate reason to scrap everything and start over. We are monitoring your goals first and foremost and...
302 views
Basepoint Wealth
Mar 8, 20224 min read
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
8 views
bottom of page