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New Credit Legislation

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.

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Year End Charitable Giving

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.

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Medicare Open Enrollment Begins October 15

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!

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Continued Client Website Enhancements

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.

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New Medicare Cards Are Coming

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.

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Mobile Experience Update Coming May 15

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.

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