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?
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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?
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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 …
Top End-of-Year Tax Strategies to Optimize Your Financial Plan
It’s that time of year—an ideal moment to start your end-of-year tax planning to ensure you’re taking advantage of effective tax strategies to improve your financial situation.
Hi, I’m Alex Wolfe, a certified financial planner and head of financial planning …
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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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 …
