Videos

Why Most Owners Fail When Selling a Business or Real Estate

Expert advice on selling a business or building. Learn when to sell, how to value your assets, tax implications, 1031 exchanges,...

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Understanding Social Security: Timing Your Benefits Wisely

Discover how to maximize your Social Security by aligning benefit timing with your portfolio growth, withdrawal needs, and tax strategy....

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9 Habits Stealing Joy From Retirement

Jeremy Riggs shares 9 habits that quietly steal joy from retirement and offers advice to help you enjoy life after 60....

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Can a Personal Injury Derail Your Financial Future?

Explore how personal injuries can impact your financial future. Hear expert Anissa Morris on strategies to protect your wealth post-injury....

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Can You Really Pay Off Debt Faster?

Debt-free mom and financial educator Marty Barthower shares her journey and explains how the Money Max Account helps people become debt-free...

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Can Your Home Be Your Biggest Wealth Builder?

How to build wealth with your home: smart upgrades, faster mortgage payoff, rental strategies, and tax tips like 250k/500k exclusions and...

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Is Social Security Enough to Cover Your Retirement?

Relying too much on Social Security? Discover 4 risks that could derail your retirement—and smarter strategies to build a stronger financial...

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What’s the Real Secret to Building Wealth?

Uncover the real secret to building wealth: it's not just about spreadsheets, but your habits and emotions around money....

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What Does “Enough” Really Look Like for You?

Learn how a simple balance plan empowers educators to enjoy everyday moments now while steadily locking in a worry-free, on-time retirement...

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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 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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