Basepoint WealthSep 27, 20216 minTaxesFive Things to Know About Taxes in RetirementMany retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.
W. Allen WallaceSep 23, 202118 minMarket CommentaryCommentary: TimeHow does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
Basepoint WealthAug 19, 20214 minPhilanthropyDonor Advised Funds: Tax Benefits, Growth and ControlA donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control
Broadridge Investor Communication SolutionsJul 6, 20215 minPersonal FinanceHostage Data: Ransomware and Protecting Your Digital InformationHere are some tips to help make your data more secure.
Basepoint WealthJun 7, 20214 minBusinessSelling a Family Business: Are You Ready?Selling a family business can be stressful and complicated. The right advice can make the process easier and more profitable.
Basepoint WealthMay 24, 20213 minPhilanthropyCharitable Remainder Trusts: Planning for Now and Leaving a LegacyCharitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable
Basepoint WealthMay 17, 20215 minPersonal FinanceConverting High Income into Lasting WealthIt’s become something of a reliable attention-getting headline that Millennials struggle to get ahead and create wealth. There's more to it.
Basepoint WealthApr 21, 20214 minPersonal FinanceSetting Your Goals: The Intentional Approach for Life & InvestingTaking stock is the first step to any larger goal setting.
Broadridge Investor Communication SolutionsApr 5, 20215 minPersonal FinanceUnderstanding Your Credit ReportWith privacy breaches back in the headlines, a timely reminder about the value of periodically checking your credit record.
Basepoint WealthJul 10, 20204 minInsuranceUnderstanding Life InsuranceA comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.