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Back to the Basics: How to Be Tax-Efficient

Back to the Basics: How to Be Tax-Efficient

Continue Reading Back to the Basics: How to Be Tax-Efficient
How Much More are You Willing to Lose?

How Much More are You Willing to Lose?

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How to Plan for Financial Success in 2023

How to Plan for Financial Success in 2023

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Planning For Your Retirement: Medicare, Taxes And More

Planning For Your Retirement: Medicare, Taxes And More

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Five Important Things to Own for a Successful Retirement

Five Important Things to Own for a Successful Retirement

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The Smart Retirement Plan: Smart Review and Smart Income Streams

The Smart Retirement Plan: Smart Review and Smart Income Streams

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Balancing Risk for Your Financial Well-Being

Balancing Risk for Your Financial Well-Being

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A Financial Check-Up For A Healthier Retirement

A Financial Check-Up For A Healthier Retirement

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Protecting Your Retirement from Inflation and other Risks

Protecting Your Retirement from Inflation and other Risks

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Who Do You Trust with Your Money?

Who Do You Trust with Your Money?

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Recent Posts

  • Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
  • Retirement Redefined: Reverse Mortgages – Interview w/ Michael Forslund
  • From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning
  • Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary!
  • Health is Wealth: Retirement Lifestyle Tips with EPIC Health & Fitness
  • How to Delete Fees and Avoid Probate with Your Retirement and Estate Plans
  • Estate Planning is For Everyone with Sarah Elyaman
  • How to Be Like Warren Buffett and Win with Your Money
  • Protecting Your Retirement from Taxes and Fees
  • How to Start Planning for a Successful Retirement

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    • Address:5471 Spring Hill Drive, Spring Hill, FL 34606
    • Phone:(352) 616-0511Opens in your application
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    • Website:http://takepointwealth.com

    Recent Posts

    • Take Point On Retirement – October 2nd 2021
      Take Point On Retirement – October 2nd 2021
      October 1, 2021/
      0 Comments
    • Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
      Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
      October 27, 2023/
      0 Comments
    • Retirement Redefined: Reverse Mortgages – Interview w/ Michael Forslund
      Retirement Redefined: Reverse Mortgages – Interview w/ Michael Forslund
      September 22, 2023/
      0 Comments
    • From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning
      From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning
      August 18, 2023/
      0 Comments
    • Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary!
      Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary!
      August 11, 2023/
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    Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Take Point Wealth are independent of each other. Insurance products and services are not offered through RWA but are offered and sold through individually licensed and appointed agents. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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