Market Recap: Job Growth Revision Sparks Debate, Fed Prepares Rate Cut, RFK Jr. Ends Campaign
Can You Claim Both Your Own and Your Spouse’s Social Security?
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 we are here again with …
Market Recap: Inflation Steadies, Consumer Spending Strong, Fed Rate Cut Likely
Essential Tips for Planning Social Security Before Age 62
TRANSCRIPT:
Planning for Social Security before the age of 62 is crucial for ensuring financial stability during retirement. Social Security benefits form a significant part of most retirees’ income, so understanding the options and the implications of early or delayed …
Market Recap: Jobless Claims Drop, Mortgage Rates Decline, Fast Food Chains Adapt
Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection
TRANSCRIPT:
So, sometimes people that are in high-risk jobs, maybe a police officer or a doctor, will say, “Well, I want to create a trust so that if I got sued, nobody can come get my things. I want to …
When Should You Create an Estate Plan?
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: Payroll Growth Slows, Fed Holds Rates, and Recession Indicators Emerge
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 …
