Day: April 4, 2025

5 Financial Pitfalls That Can Derail Your Retirement

Retirement should be a time of peace, freedom, and fulfillment but getting there requires more than just hitting a number in your savings account. As a financial planner, I’ve worked with countless individuals and couples navigating this transition, and one

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2022 Tax Document Information

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. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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