Basepoint Wealth is excited to continue our mission to provide comprehensive financial planning, investment management advice, and tax preparation services. We will be working with AccounTax Solutions, LLC & Allen Accounting Services, PLC again to provide tax preparation services to our clients for 2019 federal and state income tax returns.
From the October 7, 2019 edition of the Corridor Business Journal. "Why use math when commonsense will do?" A feature on Basepoint Wealth, the vision behind the launch and growth of the company.
Under the new law, consumers are now allowed to "freeze" and "unfreeze" their credit reports free of charge at all three of the major credit reporting bureaus, Equifax, Experian, and TransUnion.
When making charitable gifts at the end of a year, it is generally useful to include them as part of your year-end tax planning. Changes to the tax code in 2018 may impact traditional charitable giving scenarios.
Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period is your opportunity to switch Medicare health and prescription drug plans to better suit your needs. Your Advisor can help!
Did you know, the BasepointWealth client website includes a free "Data Aggregator". This means that, in addition to keeping up to date with your accounts managed by Basepoint Wealth, you can securely connect nearly any financial account from any institution to your Client Website.
Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy annual reports to Congress that assess the health of these important programs.
To help prevent fraud and fight identity theft, Medicare is removing Social Security Numbers from Medicare cards. Your new card will have a new Medicare Number that's unique to you.
We’re updating the mobile version of the Client Website to include the same features you love from the desktop version—making your entire financial picture available on-the-go.