Tag: Financial Plan

Kick-Start Your Financial Plan for 2021!

Financial Plan 2021

With 2020’s pandemic throwing a wrench into most people’s lives, everyone is looking to the new year for a fresh start.

Whether you want to lose a few pounds, rid yourself of stress, or take up a new hobby, there’s …

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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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Get a FREE Solo 401(K) 2-Pager for FireFighters

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Get a FREE copy of Divorce the IRS

If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

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