Author: Alex Wolfe

Generational Wealth: Tax-Smart Strategies For Your Family’s Future

TRANSCRIPT:

So, there’s things to think about and what type of assets they have and how much they want to gift. If they gift a significant portion, they may not owe any taxes, but they may have to file a …

Market Recap: Inflation Eases, Surprising Economic Growth, and a Buffalo Market

Market Recap: Biden Withdraws 2024, Tech Outages, Fed Rate Cuts

Tax-Smart Strategies for Your Family’s Future Wealth

TRANSCRIPT:

Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor.

I’m your co-host, Alex Wolfe, certified financial planner, and I’m Kyle Howell, financial …

Market Recap: Inflation Falls, Wholesale Prices Rise, China’s Economic Growth Slows

Why Should I Use a Health Savings Account?

TRANSCRIPT:

And when I start walking a client, they’re like, here’s how you take advantage of it. Here’s how we invest. Here’s how it can grow for you. Most of the time, they’re like, are you sure this is legal? …

Why Should I Use a Health Savings Account (HSA)?

TRANSCRIPT:

Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor.

I’m your co-host, Alex Wolfe, certified financial planner, and today we have with …

Market Recap: Unemployment Rises, Democratic Tensions, Pharma Innovations Continue

Are You Ready for Medicare? An Essential Planning Guide

TRANSCRIPT:
Starting your Medicare planning before you turn 65 is essential to avoiding coverage gaps and potential penalties if you delay enrolling. Hi, I’m Alex Wolfe, Head of Financial Planning at Base Wealth Management and Certified Financial Planner. By understanding …