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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.

Basepoint Wealth
Nov 21, 20217 min read
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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.

Basepoint Wealth
Nov 16, 20214 min read
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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.

Basepoint Wealth
Nov 13, 20214 min read
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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.

Basepoint Wealth
Nov 11, 20214 min read
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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...

Basepoint Wealth
Nov 10, 20214 min read
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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.

Basepoint Wealth
Oct 25, 20214 min read
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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.

The Seven Group
Oct 14, 20216 min read
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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

The Seven Group
Oct 14, 20215 min read
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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.

The Seven Group
Sep 29, 20214 min read
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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.

Basepoint Wealth
May 16, 20215 min read
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