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Rollover Your 529 Into a Tax-Free Roth?

Discover how the Secure 2.0 Act transforms 529 plans into tax-efficient retirement assets for your children!

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Is it time to buy Bitcoin?

Is It Finally Time To Buy Bitcoin? A CFP’s Perspective

Is Bitcoin the right investment for you? Let's examine its place in a modern and balanced investment portfolio.

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Is $2,000,000 enough to retire?

Is $2 MILLION Enough to Retire? See a REAL Financial Plan

Retiring at 65 with $2 million might sound like the dream – but is it enough? Join Alex Wolfe, CFP®, as he uncovers the truth behind the numbers.

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It’s an Election Year – Should I Be Worried About My Investments?

Election years can be a time of market uncertainty. But should they dictate your investment strategy?

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Beyond the 4% Withdrawal Rule

Explore why the traditional 4% withdrawal rule may not be the safest bet for your retirement, and learn what strategies could serve you better.

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December Recap: Fed Holds, Spending Up, Rates Dip

Fed's rate hold, consumer spending surge, mortgage trends, and inflation insights. Join Alex Wolfe, CFP®, in December's market recap.

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Get Your Ex-spouse’s Social Security Benefits After Divorce!

Learn how divorce affects your Social Security benefits and the key steps to maximize them.

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Alex talking about retiring early.

You should know this before retiring early.

Do you dream of retiring early and shifting from career to comfort? Watch this first!

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The Best Retirement Withdrawal Strategies

Discover the most effective retirement withdrawal strategies, including a dynamic new approach.

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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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