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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 May 19, 2023
Friday May 19, 2023
Erick shares some important information about the debt ceiling and why it matters for current and future retirees. Is your retirement plan accounting for future tax increases?
Plus, we detail some critical steps you need to take before you retire or start taking Social Security.
Schedule your free retirement consultation with Erick at TakePointWealth.com
Got questions about taxes or your retirement savings? Call Take Point Wealth Management at (352) 616-0511
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