Basepoint Wealth Named to USA TODAY Best Financial Advisory Firms 2024 List
We are excited to announce we have been recognized as one of the Best Financial Advisory Firms 2024. The list by Statista for USA TODAY...
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Basepoint Wealth
Apr 24 min read
Women and the Changing Financial Landscape
Women are independently accruing wealth and stand to inherit a significant portion of the $30 trillion wealth transfer in the near...
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Basepoint Wealth
Dec 20, 20235 min read
Rethinking Taxes From A Risk Perspective
Together, your trusted Basepoint Wealth financial advisor and the experts on our Basepoint Tax team will help identify strategies and...
56 views
Basepoint Wealth
Oct 17, 20235 min read
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....
105 views
Basepoint Wealth
Oct 13, 20235 min read
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...
52 views
Basepoint Wealth
Oct 6, 20234 min read
The Roth Only Catch Up Contribution Rule Will Get Time to Catch Up
Over 50 and thinking about making catch-up contributions to your Roth account? You may want to consider doing this now before a new...
90 views
Basepoint Wealth
Apr 24, 20234 min read
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
Apr 17, 20234 min read
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...
35 views
Basepoint Wealth
Apr 10, 20234 min read
Women Investors Seek Goals, Not Just Gains
A 2023 study by Fidelity indicates over 80% of teenage girls would like more hands-on ways to learn about personal finance and investing....
266 views
Basepoint Wealth
Dec 20, 20224 min read
Managing Your Stock Options During a Transition
Managing Your Stock Options During a Transition
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Basepoint Wealth
Oct 31, 20224 min read
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....
18 views
Basepoint Wealth
Oct 5, 20225 min read
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...
224 views
Basepoint Wealth
Jun 10, 20224 min read
Tax Planning for Retirement: The Long Game
How much will good tax planning add to your retirement income? Tax planning for retirement is different from the strategies you deploy to...
83 views
Basepoint Wealth
May 19, 20224 min read
Changing Jobs: What Happens To Your 401(k)?
Thinking through your 401(k) rollover strategy should be part of the financial housekeeping you do when you join a new company....
15 views
Basepoint Wealth
May 1, 20224 min read
The Financial Future is Female
Women continue to create and embrace financial wealth and independence in record numbers. A recent study1 by Mckinsey & Company found...
22 views
Basepoint Wealth
Apr 13, 20225 min read
Cash Flow Planning, A Key When Thinking About Retirement
Ensuring that your planning matches your life stage is critical to growing wealth and staying on track as you move forward....
90 views
Basepoint Wealth
Apr 5, 20224 min read
Gen X: It's Prime Time for a Financial Look Under The Hood
Many Gen-Xers have accumulated enough wealth that they realize they need help to manage a financial plan. For this generation, the...
45 views
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 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
Basepoint Wealth
Feb 10, 20224 min read
You've Maximized Your 401(K). Should You Invest After-Tax In An IRA?
As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...
43 views
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