Why Trusts Get Taxed So Much (And What You Can Do About It)
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Why is our family trust paying more in taxes than we are?
Hi, I’m Jeremy Riggs, certified financial planner at Base Wealth Management.
A couple asked me that this week. Their balance sheet was tidy. CDs neatly listed on …
What to Do After You Pay Off Your Mortgage
What should we do after the very last mortgage check clears? I’m Jeremy Riggs, certified financial planner at Base Wealth Management. That was the question in today’s review. My clients will toast our newfound freedom next month, though the bank’s …
When One Medical Note Makes Life Insurance Harder
What do you do when a single line in your medical record suddenly makes life insurance feel out of reach? I’m Jeremy Riggs, certified financial planner at Base Wealth Management. Yesterday, I met with a young family who found one …
Are We in an AI Bubble? What Investors Should Really Be Watching
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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 …
How We Reduced Tax Drag on a 90% Cash Portfolio
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Hi, I’m Jeremy Riggs, certified financial planner at Base Wealth Management. A couple came in with a statement showing about 90% of their savings in a money market fund. Their ask was straightforward. Steady income, less drag from taxes. …
3 Retirement Tax Mistakes That Can Cost You Thousands
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Hi, I’m Jeremy Riggs, certified financial planner at Bass Wealth Management.
Let’s talk about something that frustrates a lot of retirees. You and the couple next door might live on the same income, yet their tax bill is a …
Understanding Social Security: Timing Your Benefits Wisely
Hi, I’m Jeremy Riggs, certified financial planner at Base Wealth Management. You’ve probably heard the rule of thumb, delay social security. Live off your 401k for a few years and watch that benefit grow 8% a year. For some folks, …
9 Habits Stealing Joy From Retirement
Hi, I’m Jeremy Riggs, certified financial planner at Bass Wealth Management. After sitting across the table from hundreds of clients in their 60s and beyond, I’ve noticed a handful of habits that quietly steal joy from retirement. Let’s walk through …
Is Social Security Enough to Cover Your Retirement?
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Hi, it’s Jeremy Riggs, Certified Financial Planner with Base Wealth Management.
Quick question, if Social Security paid 20% less, how much would that rattle your retirement plans? I ask because I keep meeting folks, smart, resourceful people, who …
