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
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 …
A Better Way to Plan Your Financial Future
Are you tired of struggling with your budget and uncertain financial future? Certified Financial Planner, Alex Wolfe, from Base Wealth Management has a game-changing solution for you!
In this video, Alex introduces the power of Goal-Based Planning, a revolutionary approach …
Get to Know Financial Advisor Sean Koscho
Get to know Sean Koscho, a unique blend of financial savvy and community service. With over 13 years on Wall Street and nearly a decade as a firefighter, Sean brings unparalleled insights to the table.…
Introducing Kyle Howell
We are proud to introduce Kyle Howell as the newest member of the Base Wealth Management team. Kyle is an experienced financial advisor and respected member of the Land O’ Lakes community. He brings with him a wealth of knowledge, …
Creative Financing: All About Investment Property
Is real estate investing right for you? Watch the video from the real estate event to discover the ins and outs of financing real estate, from figuring out cash flow to dealing with taxes and mitigating risk using cutting-edge software!…
Does chasing investment performance pay off?
Have you ever looked enviously at a car as it flies by you in the next lane while you sit stuck in traffic? Only to switch lanes, just for that lane to grind to a halt and your previous lane …
One way to unlock retirement funds early penalty-free
Most people are not aware that there is a provision designed by the IRS, called the Rule of 55, that allows access to your current workplace retirement money, without any penalties, for an early retirement…
How do dividends actually work?
Dividend paying stocks have long been loved by investors and are often a staple of a retirement income plan. But how do they really work and are dividends all they are thought to be? You may be surprised to find …
