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Erick’s Interview with The Retirement Panel

Continue Reading Erick’s Interview with The Retirement Panel

Take Point on Retirement – Video – March 4th 2021

Continue Reading Take Point on Retirement – Video – March 4th 2021

Take Point on Retirement – Video – February 18th 2021

Continue Reading Take Point on Retirement – Video – February 18th 2021

Take Point on Retirement – Video – GameStop – Roth IRA Conversion Ladder – Investment strategies for 2021

Continue Reading Take Point on Retirement – Video – GameStop – Roth IRA Conversion Ladder – Investment strategies for 2021

Take Point on Retirement – Video – January 14th 2021

Continue Reading Take Point on Retirement – Video – January 14th 2021

Take Point on Retirement – Video – Fixed Index Annuity

Continue Reading Take Point on Retirement – Video – Fixed Index Annuity

Take Point on Retirement – Video – January 28th 2021

Continue Reading Take Point on Retirement – Video – January 28th 2021

Recent Posts

  • How to Delete Taxes, Fees and Expenses from Your Retirement Plan
  • Tax Tips for Building a Better Retirement in 2023
  • How to Improve Your Retirement in 2023 and Beyond
  • Back to the Basics: How to Be Tax-Efficient
  • How Much More are You Willing to Lose?
  • How to Plan for Financial Success in 2023
  • Planning For Your Retirement: Medicare, Taxes And More
  • Five Important Things to Own for a Successful Retirement
  • The Smart Retirement Plan: Smart Review and Smart Income Streams
  • Balancing Risk for Your Financial Well-Being

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    Contact Info

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

    Recent Posts

    • Take Point On Retirement – October 2nd 2021
      Take Point On Retirement – October 2nd 2021
      October 1, 2021/
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    • How to Delete Taxes, Fees and Expenses from Your Retirement Plan
      How to Delete Taxes, Fees and Expenses from Your Retirement Plan
      January 20, 2023/
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    • Tax Tips for Building a Better Retirement in 2023
      Tax Tips for Building a Better Retirement in 2023
      December 29, 2022/
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    • How to Improve Your Retirement in 2023 and Beyond
      How to Improve Your Retirement in 2023 and Beyond
      December 2, 2022/
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    • Back to the Basics: How to Be Tax-Efficient
      Back to the Basics: How to Be Tax-Efficient
      November 16, 2022/
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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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