Can the 15/65/20 Budget Rule Boost Your Savings Fast?
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Hey, it’s Jeremy Riggs, certified financial planner at Base Wealth Management. You’ve probably heard the old line, “It’s not what you earn, it’s what you keep.” After 10 years helping families with incomes that range from comfortably modest to …
Could Misreading the Roth IRA 5-Year Clock Cost You Thousands?
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Hi, I’m Jeremy Riggs, Certified Financial Planner with Base Wealth Management. Let’s chat about Roth IRAs for a minute, because the rules can feel like alphabet soup, especially that mysterious five-year clock everyone mentions. Think of a Roth as …
6-Month Budget Plan: Can You Turn Paychecks into Significant Savings?
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Hi, I’m Jeremy Riggs, Certified Financial Planner with Bass Wealth Management.
Give me the next 10 minutes, and I’ll walk you through a six-month game plan that can move you from “Where did all the money go?” to “Okay, …
Retire TODAY If You Can Say ＂YES＂ to These 6 Questions
Have you ever laid awake on a Sunday night after a nice weekend and thought, why am I still working? Shouldn’t I be retired by now? Hi, I’m Jeremy Riggs, Certified Financial Planner with Base Wealth Management. It’s a common …
How Much the Middle Class Needs TODAY to Retire
Have you ever thought about how much you need to retire comfortably? Hi, Jeremy Riggs, Certified Financial Planner with Bay Smith Management. Today we’re breaking down the average retirement spending for middle-class Americans, the income they may need to support …
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
How to Claim Your Lost Money: A Step-by-Step Guide
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Hey everyone, Jeremy Riggs, Certified Financial Planner with Base Wealth Management! Today, we’re talking about an important topic: how to claim lost money. Do you think you might have some unclaimed funds out there? Stay tuned.
Many people don’t
Understanding Donor Advised Funds for Charitable Giving
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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
Understanding Donor Advised Funds for Charitable Giving
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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 …
