personal finance | Basepoint Tax

The Trade-Offs: Starting a Small Business

The past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.

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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...

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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

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The New Value of Advice: A Return to Traditional Roles

In today’s complicated world, the total value that advisors can bring to the table is significant. Financial advice expands beyond products.

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Navigating Employee Stock Purchase Plans

Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.

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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.

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Hostage Data: Ransomware and Protecting Your Digital Information

Here are some tips to help make your data more secure.

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Understanding Your Credit Report

With privacy breaches back in the headlines, a timely reminder about the value of periodically checking your credit record.

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