Retiring at 65 with $2 million might sound like the dream – but is it enough? Join Alex Wolfe, CFP®, as he delves into a client’s real-life financial scenario to uncover the truth behind the numbers.
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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.