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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
Episodes
Friday Mar 17, 2023
Friday Mar 17, 2023
Erick outlines the recent bank failures at Silicon Valley Bank and Signature Bank while explaining what you can do to protect your hard-earned money from a potential crisis. Also, your retirement nest egg may be smaller than you think – Erick explains how to kick the IRS out of being your partner in retirement.
Don’t let taxes hold you back in retirement!
Schedule your free retirement consultation with Erick today at TakePointWealth.com
Got Questions? Call Take Point Wealth Management at (352) 616-0511
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