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Debt Insights, According To A Certified Financial Planner ®

Discover how to distinguish good debt from bad, optimize your financial decisions, and leverage debt strategically in today's market.

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What Withdrawal Strategy Should I Use in Retirement?

Think you know the 4% retirement rule? Discover why market timing might matter more than your withdrawal rate.

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Retirement Mistakes That Could Ruin You

Uncover common retirement mistakes—from overspending, healthcare surprises, to mental stagnation—and learn valuable tips to safeguard your golden years.

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Avoid Tax Season Surprises: What You Need to Know

Tax season is here—are you ready? Learn key tax preparation tips to help avoid costly mistakes and maximize savings.

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Five Key Insights for Your First Year of Retirement

Retirement isn’t just about money—it’s a major life shift. From identity changes to relationship dynamics, here’s what no one tells you about the transition.

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Think You Can Retire at 60? Let’s Find Out

Thinking about retiring at 60? From savings goals to tax strategy, here’s what separates early retirees from those who keep working.

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How to Use the Backdoor Roth IRA (Without Paying Extra Taxes!)

Want tax-free retirement growth? Learn the Backdoor Roth IRA strategy for high earners and avoid common mistakes.

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5 Common Purchases Retirees (Almost) Always Regret!

Could your retirement choices turn dreams into regrets—risking a dream home, over-insurance, or costly travel that might drain your future funds for good?

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Do NOT Make These 5 Retirement Mistakes

Avoid financial struggles by steering clear of these 5 common retirement mistakes. Are you ready to take control of your retirement plan?

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Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

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7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040

Email Us

info@BaseWealthManagement.com

Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

Click here to view our Privacy Policy.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

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© Copyright 2025.
Crafted by VOOV Advisor Consulting.
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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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