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    The Structure Matters: Choosing the Right One for Your Business
    Basepoint Wealth
    • Nov 21, 2021
    • 7 min
    Business

    The Structure Matters: Choosing the Right One for Your Business

    The choice of a corporate structure for a business has many consequences on taxes, ability to raise funds, paperwork, and liability.
    7 views
    Spousal IRA: A Strategy for Tax-Advantaged Saving
    Basepoint Wealth
    • Nov 16, 2021
    • 4 min
    Taxes

    Spousal IRA: A Strategy for Tax-Advantaged Saving

    Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
    4 views
    Asset Location: A Tax Lens on Retirement Investing
    Basepoint Wealth
    • Nov 13, 2021
    • 4 min
    Investments

    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.
    11 views
    Your Year-End Financial Planning Checklist
    Basepoint Wealth
    • Nov 11, 2021
    • 4 min
    Personal Finance

    Your Year-End Financial Planning Checklist

    Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.
    61 views
    Disability Insurance: How to Protect Your Income
    Basepoint Wealth
    • Nov 10, 2021
    • 4 min
    Insurance

    Disability Insurance: How to Protect Your Income

    Whether you have your own business or work for an employer, protecting your income stream from an illness or injury that will prevent you...
    1 view
    Charitable Giving is Increasing – and Evolving
    Basepoint Wealth
    • Oct 26, 2021
    • 4 min
    Philanthropy

    Charitable Giving is Increasing – and Evolving

    charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.
    18 views
    Safeguarding and Passing On Your Digital Assets
    The Seven Group
    • Oct 15, 2021
    • 6 min
    Estate

    Safeguarding and Passing On Your Digital Assets

    As crypto becomes a more significant part of the financial picture, it’s important to understand differences in the process for transfers.
    13 views
    Stock Options: An Owner’s Manual
    The Seven Group
    • Oct 15, 2021
    • 5 min
    Executive Compensation

    Stock Options: An Owner’s Manual

    Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can
    12 views
    Limiting a Retirement Classic: The IRA May See Some Unwelcome Changes
    The Seven Group
    • Sep 30, 2021
    • 4 min
    Article

    Limiting a Retirement Classic: The IRA May See Some Unwelcome Changes

    A look inside the proposed changes to a retirement staple - the IRA - as part of the Build Back Better Act.
    2 views
    Converting High Income into Lasting Wealth
    Basepoint Wealth
    • May 17, 2021
    • 5 min
    Personal Finance

    Converting High Income into Lasting Wealth

    It’s become something of a reliable attention-getting headline that Millennials struggle to get ahead and create wealth. There's more to it.
    1 view
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