Think You Can Retire at 60? Let’s Find Out
Do you want to work until you reach full retirement age? If you’re like many Americans, you’d prefer to wrap up your career earlier than that. Much earlier. In fact, you may even be considering retirement as young as 60. …
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 …
5 Common Purchases Retirees (Almost) Always Regret!
Retirement is often seen as a time for new experiences, but without careful planning, it can also come with regrets. Today, we’re looking at five common purchases retirees often regret and how to avoid these pitfalls. These aren’t just the …
Do NOT Make These 5 Retirement Mistakes
These are the top five common retirement mistakes that can lead to financial difficulties or failure during retirement. Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial Planning at Base Wealth Management. In this video, I’m going to …
How to Use Donor-Advised Funds to Maximize Tax Savings
A donor-advised fund is a philanthropic vehicle that allows individuals to make charitable contributions, receive an immediate tax deduction, and then recommend grants to their favorite charities over time. This approach offers several advantages over simply writing checks directly from …
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 …
Grandparent or Parent Owned 529 College Savings Plan?
TRANSCRIPT:
Having a 529 account in a grandparent’s name rather than the parent’s name can offer several strategic advantages when it comes to financial aid and other considerations. Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial …
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 …
Is Hiring a Financial Advisor Worth It?
TRANSCRIPT:
Is working with a financial advisor or planner really worth it? Hi, I’m Alex Wolfe, a certified financial planner and head of financial planning at Base Wealth Management. In this video, I’m going to show you the advantages of …
