Video Categories: Duvall County Teachers

What Does “Enough” Really Look Like for You?

Transcript:

Hi, I’m Alex Chandler, Certified Financial Planner at Base Wealth Management. I wanted to take a moment here today to talk about the balance between the life you’re living today and the one you want to live in retirement.…

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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. 

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