Broad Basis

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Broad Basis We were founded on the belief that successful wealth management is best served by combining Our knowledge in financial and tax planning.

10/19/2026

The best answer is years ago. The second best answer is today.

Whether retirement is three years away or thirty, the time to start building a plan is now. The earlier you sit down and map it out, the more options you have.

Use the link in the bio to schedule a free introductory call with the Broad Basis team.

10/15/2026

Come prepared. It makes all the difference.

Bring your tax returns, IRA statements, 401k statements, any documentation for assets you hold, your retirement goals, and your estimated monthly expenses.

That information gives your advisor a complete picture of where you are today, what needs to happen to get you where you want to be, and what retirement actually looks like for you.

Use the link in the bio to schedule your first meeting with the Broad Basis team.

10/14/2026

No. And that is an important distinction.

A Roth conversion is not the right move for everyone. If it pushes you into a higher tax bracket or costs you significantly more today than it saves you later, it may not be worth it. The numbers and the formulas exist to show you exactly what the impact looks like for your specific situation.

It is always worth the conversation with your advisor.

Use the link in the comments to schedule a free introductory call with the Broad Basis team.

10/13/2026

A Roth conversion can save you significantly in taxes, but timing is everything.

It is the process of moving funds from a traditional IRA into a Roth IRA. The sweet spot for most retirees is the window right before required minimum distributions kick in, when your taxable income is at its lowest and your opportunity to move pre-tax money is at its highest.

Pre-tax in. Post-tax, tax-free growth out. That is the play.

Use the link in the comments to talk through whether a Roth conversion makes sense for your situation.

10/09/2026

Don't put all your eggs in one basket. You've heard it before, but here's what it actually means.

Diversification is spreading your investments across different asset classes to reduce your exposure to market volatility. It does not eliminate risk, but it does help offset some of it.

That distinction matters more than most people realize.

Learn more about how Broad Basis approaches investment management.

10/07/2026

Yes. But let's talk about it.

Having a mortgage in retirement is not a dealbreaker. The key is making sure that payment fits comfortably within your retirement income without stretching you thin.

The math matters. Let's make sure yours works.

Use the link in the comments to schedule a free introductory call with the Broad Basis team.

10/05/2026

The answer might surprise you.

Not all debt is bad debt. The real question is whether your retirement income is enough to cover your debt expenses and still handle the unexpected costs that come up.

Retirement planning is not one-size-fits-all. The numbers tell the story.

Use the link in the comments to schedule a free introductory call with the Broad Basis team.

10/01/2026

There's no universal answer here, and how often you should sit down with your numbers depends a lot on your personal situation and how much is changing in your life at any given time. Some people are comfortable checking in a handful of times a year, while others do just fine with far less. What matters more than the exact number is making sure it happens on a consistent schedule instead of only when something goes wrong. This lays out a simple baseline to start from and how to know when you might need to check in more often than that.

09/29/2026

Having quick access to cash matters, especially in retirement when you're not relying on a regular paycheck to cover surprises. But holding too much of it comes with its own quiet cost over time, one that doesn't show up immediately but adds up the longer that money sits idle. There's a general guideline for how much is enough and how much starts working against you, and it's simpler to follow than most people assume.

09/28/2026

Staying active and picking up part-time work in retirement is common, and there are good reasons people do it beyond just the paycheck. What often gets overlooked is that it can quietly change how much of your Social Security ends up taxable, which isn't the first thing on anyone's mind when a good opportunity comes along. Worth understanding the tradeoff before you say yes to that next role or project.

Address

5717 Legacy Drive, Suite 250
Plano, TX
75024

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 5am
Sunday 8am - 5:30pm

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