Understanding Donor Advised Funds for Charitable Giving
TRANSCRIPT:
So when we run the math on that, well now, not only have we driven the income down, we’ve driven it down to where we’ve dropped to the 24% bracket. So now your taxes that you’re gonna be owed
Crush Market Volatility During Election Years With These Expert Tips
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base 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 have back
When Can You Retire? Essential Tips and Insights for Retirement Planning
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base 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 I’m Kyle Howell, Financial …
Spousal Benefits: Don’t Leave Social Security Money Behind
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base 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 we are here again …
Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection
TRANSCRIPT:
So, sometimes people that are in high-risk jobs, maybe a police officer or a doctor, will say, “Well, I want to create a trust so that if I got sued, nobody can come get my things. I want to …
Generational Wealth: Tax-Smart Strategies For Your Family’s Future
TRANSCRIPT:
So, there’s things to think about and what type of assets they have and how much they want to gift. If they gift a significant portion, they may not owe any taxes, but they may have to file a …
Why Should I Use a Health Savings Account?
TRANSCRIPT:
And when I start walking a client, they’re like, here’s how you take advantage of it. Here’s how we invest. Here’s how it can grow for you. Most of the time, they’re like, are you sure this is legal? …
Unpacking Retirement Investment Options
TRANSCRIPT:
Part of the reason I typically don’t steer my clients towards retirement day funds is, in my opinion, they’re a blanket investment. They are designed to do one thing and one thing only, and this particular client may have …
Boost Your Small Business With These CPA-Approved Tax Tips
TRANSCRIPT:
And it really does tie together the long-term planning and goals function too, right? Because you can eliminate your self-employment taxes all day long, but at the end of the day, what you’re doing is now you’re not paying …
