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    Five Things to Know About Taxes in Retirement
    Basepoint Wealth
    • Sep 27, 2021
    • 6 min
    Taxes

    Five Things to Know About Taxes in Retirement

    Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.
    13 views
    Commentary: Time
    W. Allen Wallace
    • Sep 23, 2021
    • 18 min
    Market Commentary

    Commentary: Time

    How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
    24 views
    Donor Advised Funds: Tax Benefits, Growth and Control
    Basepoint Wealth
    • Aug 19, 2021
    • 4 min
    Philanthropy

    Donor Advised Funds: Tax Benefits, Growth and Control

    A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control
    7 views
    Hostage Data: Ransomware and Protecting Your Digital Information
    Broadridge Investor Communication Solutions
    • Jul 6, 2021
    • 5 min
    Personal Finance

    Hostage Data: Ransomware and Protecting Your Digital Information

    Here are some tips to help make your data more secure.
    3 views
    Selling a Family Business: Are You Ready?
    Basepoint Wealth
    • Jun 7, 2021
    • 4 min
    Business

    Selling 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.
    3 views
    Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
    Basepoint Wealth
    • May 24, 2021
    • 3 min
    Philanthropy

    Charitable Remainder Trusts: Planning for Now and Leaving a Legacy

    Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable
    6 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
    Setting Your Goals: The Intentional Approach for Life & Investing
    Basepoint Wealth
    • Apr 21, 2021
    • 4 min
    Personal Finance

    Setting Your Goals: The Intentional Approach for Life & Investing

    Taking stock is the first step to any larger goal setting.
    2 views
    Understanding Your Credit Report
    Broadridge Investor Communication Solutions
    • Apr 5, 2021
    • 5 min
    Personal Finance

    Understanding Your Credit Report

    With privacy breaches back in the headlines, a timely reminder about the value of periodically checking your credit record.
    5 views
    Understanding Life Insurance
    Basepoint Wealth
    • Jul 10, 2020
    • 4 min
    Insurance

    Understanding Life Insurance

    A comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.
    3 views
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