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
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....
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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...
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Basepoint Wealth
Aug 4, 20234 min read
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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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...
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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
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...
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Basepoint Wealth
Dec 29, 20214 min read
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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Basepoint Wealth
Nov 13, 20214 min read
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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Basepoint Wealth
Sep 26, 20216 min read
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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Basepoint Wealth
Aug 18, 20214 min read
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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