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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
Saturday Nov 27, 2021
Saturday Nov 27, 2021
This week we're covering important Retirement Milestones, ages that you need to be aware of that are milestones in your lifetime with it comes to good retirement planning. We also cover taxes and some strategies that can relieve some of the tax burden in the future.
To learn more give us a call at (352) 616-0511 or visit www.TakePointonRetirement.com to set an appointment.
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