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Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.

Basepoint Wealth
Nov 11, 20214 min read
64 views


Charitable Giving is Increasing – and Evolving
charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.

Basepoint Wealth
Oct 26, 20214 min read
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Donor Advised Funds: Tax Benefits, Growth and Control
A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control

Basepoint Wealth
Aug 19, 20214 min read
9 views
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