You should know this before retiring early.

Alex talking about retiring early.

Do you dream of retiring early and shifting from career to comfort? Join Alex Wolfe as he delves into what early retirement really entails and the strategies to make it a reality without sacrificing your financial security.…

The Best Retirement Withdrawal Strategies

In this enlightening video, Alex Wolfe, a certified financial planner at Base Wealth Management, delves into various strategies for retirement fund withdrawals. He explains the traditional 4 percent withdrawal rule and why it may not be viable anymore. The portfolio …

Fed Holds Rates, Inflation Eases, Retail & Housing Trends

Dive into the key financial shifts of November in this comprehensive update. We cover the Federal Reserve’s decision to pause rate hikes, the decline in treasury yields, inflation easing, retail sales insights, and the impact on the housing market. Plus, …

4 Easy Ways to Boost Your Social Security Benefits!

Navigate the complexities of Social Security with expert guidance from Alex Wolfe, Head of Financial Planning at Base Wealth Management. Our latest video unveils four strategic steps to enhance your Social Security benefits and secure your financial future:

  • Understanding Your

Monthly Market Recap: GDP, Inflation, and More

Base Wealth Management October Monthly Market Recap

Watch Alex Wolfe, CFP®  break down October’s financial events in our Monthly Market Recap.

US GDP’s Noteworthy Rise: Exceeding expectations, the growth was propelled by consumer and government spending, inventory increases, and exports. Unpack what this could mean for the …

Strategies to Save Big on Taxes: A Year-Round Approach

Join Alex Wolfe, Head of Financial Planning at Base Wealth Management, in our latest video as he shares crucial insights into year-round tax strategies that can save you money and prevent those last-minute tax day surprises. From Roth conversions to …

Optimize Your Investments for Financial Success

Alex Wolfe, CFP - Optimizing Investments

In this video, Alex Wolfe, the head of financial planning at Base Wealth Management, explores the art of optimizing your investments to achieve your financial goals.

Learn how to align your investment portfolio with your life’s ambitions, whether they’re short-term …

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2022 Tax Document Information

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. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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