Congratulations! You’ve retired here in Lakewood Ranch and can now spend your days hitting the greens at the Lakewood National Golf Club, checking out polo matches at the Sarasota Polo Club, or sipping on craft beer at Good
You’re getting close to retirement and have decided you want Lakewood Ranch to be the place you spend your twilight years. Before you put in your notice, however, make sure these 5 things are wrapped up first.
In this article, we will confront some of the key issues future retirees face and how the unique challenges of the modern era have disrupted traditional retirement planning strategies.
This means realtors aren’t officially employed by a company and therefore don’t qualify for a traditional employer-sponsored, employer-matching retirement account. Of course, a realtor may open a traditional IRA, but there is a potentially better
Why should a firefighter purchase private life insurance?
I mean, life insurance is already provided by your employer—right? Well, If you don’t have any dependents, this could be enough. But if you have a spouse or a child, any death
Some investors have a great habit of selling low and buying high, letting emotions determine their financial decisions, at great cost to their portfolio and mental well-being.
A savvy investor knows that it’s always a great time to buy, for
Have you earned restricted stock units (RSUs) through your employer? This type of non-cash compensation has become more and more prevalent among start-ups and Fortune 500 firms, which utilize RSUs to attract new employees and retain key executives to foster
…
CONFIRM YOUR ATTENDANCE
"*" indicates required fields
CONFIRM YOUR ATTENDANCE
"*" indicates required fields
Get a FREE Solo 401(K) 2-Pager for FireFighters
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
*We protect your data and HATE spam.
Schedule a Consultation
"*" indicates required fields
SUBSCRIBE TO OUR YOUTUBE CHANNEL!
Click here to go to our YouTube channel and subscribe for weekly financial updates and more! We’d love your help to in getting to 500 subscribers!
As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal.