Five Key Insights for Your First Year of Retirement
Retirement is often seen as the ultimate goal after decades of work—a time to finally relax and enjoy life. But the reality is, stepping into this new phase comes with unexpected adjustments. While financial planning plays a big role, mental …
How to Use the Backdoor Roth IRA (Without Paying Extra Taxes!)
For high earners, Roth IRAs offer incredible tax-free growth potential—but there’s a catch. If your income is above the contribution limit, you can’t contribute directly. That doesn’t mean you’re out of options. Many investors turn to a Backdoor Roth IRA …
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
When Can You Retire? Essential Tips and Insights for Retirement Planning
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 I’m Kyle Howell, Financial …
When Can You Retire? Essential Tips and Insights for Retirement Planning
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 I’m Kyle Howell, Financial …
4 Key Strategies to Enhance Your Investment Performance
TRANSCRIPT:
In this video, we’ll discuss four key strategies that can help you enhance your investment performance. Hi, I’m Kyle Howell, a financial advisor at Base Wealth Management, and my goal is to guide you towards a successful financial future. …
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
Maximize Your 401k Savings with Net Unrealized Appreciation
TRANSCRIPT:
Hi, I’m Kyle Howell, a financial advisor at Base Wealth Management. My goal is to guide individuals and families as they make informed decisions about their financial futures. Today, I wanted to share a tip that could potentially help …
Generational Wealth: Tax-Smart Strategies For Your Family’s Future
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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 …
