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 …
Crush Market Volatility During Election Years With These Expert Tips
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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 back
Crush Market Volatility During Election Years With These Expert Tips
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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 back …
Federal Reserve’s First Rate Cut in Four Years: Navigating Economic Growth Amid Slowing Inflation
As the U.S. economy approaches 2025, the Federal Reserve’s recent actions signal a critical shift in monetary policy. Yesterday, the Fed cut interest rates by 0.5%, the first rate cut in more than four years. The Fed has had a
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 …
