Five Key Insights for Your First Year of Retirement
Retirement is often seen as the ultimate goal after decades of work—a time to finally relax and enjoy life. But the reality is, stepping into this new phase comes with unexpected adjustments. While financial planning plays a big role, mental …
How to Use the Backdoor Roth IRA (Without Paying Extra Taxes!)
For high earners, Roth IRAs offer incredible tax-free growth potential—but there’s a catch. If your income is above the contribution limit, you can’t contribute directly. That doesn’t mean you’re out of options. Many investors turn to a Backdoor Roth IRA …
Grandparent or Parent Owned 529 College Savings Plan?
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Having a 529 account in a grandparent’s name rather than the parent’s name can offer several strategic advantages when it comes to financial aid and other considerations. Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial …
When Can You Retire? Essential Tips and Insights for Retirement Planning
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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 …
