Rollover Your 529 Into a Tax-Free Roth?
Discover how the Secure 2.0 Act transforms 529 plans into potential retirement assets. Learn to leverage these changes for your child’s financial future.…
Is It Finally Time To Buy Bitcoin? A CFP’s Perspective
Is Bitcoin the right investment for you? Alex Wolfe, CFP®, breaks down the complexities of cryptocurrency, examining its place in a balanced investment portfolio. Find out if you’re suited for the volatile journey of Bitcoin investing and how to approach …
Is $2 MILLION Enough to Retire? See a REAL Financial Plan
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.…
It’s an Election Year – Should I Be Worried About My Investments?
Election years can be a time of market uncertainty. But should they dictate your investment strategy?…
Beyond the 4% Withdrawal Rule
Explore why the traditional 4% withdrawal rule may not be the safest bet for your retirement, and learn what strategies could serve you better.…
December Recap: Fed Holds, Spending Up, Rates Dip
Fed’s rate hold, consumer spending surge, mortgage trends, and inflation insights.…
Get Your Ex-spouse’s Social Security Benefits After Divorce!
Learn how divorce affects your Social Security benefits and the key steps to maximize them.…
You should know this before 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 …
