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

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