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

TRANSCRIPT:

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

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 …

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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 *This book is most suitable for households with $250K or more in investable assets.
 

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