Market Recap: Job Growth Rebound, Healthcare Industry Concerns, Trump Comments on Fed Chairman
Top End-of-Year Tax Strategies to Optimize Your Financial Plan
It’s that time of year—an ideal moment to start your end-of-year tax planning to ensure you’re taking advantage of effective tax strategies to improve your financial situation.
Hi, I’m Alex Wolfe, a certified financial planner and head of financial planning …
Understanding the Corporate Transparency Act: What It Means for Your Business
The Corporate Transparency Act (CTA) is officially in effect, bringing new reporting requirements for businesses across the United States. While this regulation aims to combat money laundering, fraud, and corruption, it also introduces an important filing responsibility that business owners
Market Recap: Inflation Rose Modestly, Stellantis CEO Resigns, Tariff’s Impact on Inflation
…
Market Recap: Trump’s Bold Treasury Pick, Packaged Food Slump, and Black Friday Hopes
Understanding Donor Advised Funds for Charitable Giving
TRANSCRIPT:
So when we run the math on that, well now, not only have we driven the income down, we’ve driven it down to where we’ve dropped to the 24% bracket. So now your taxes that you’re gonna be owed
Market Recap: Inflation Stabilizes, Wholesale Prices Increase Modestly, Mortgage Rates Rise Post Election
…
Understanding Donor Advised Funds for Charitable Giving
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Based 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’re talking about …
Market Recap: Fed Chairman Speaks, Presidential Election Market Rally, Policy Effects
