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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

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  • Retirement Redefined: Reverse Mortgages – Interview w/ Michael Forslund
  • From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning
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    • 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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    • Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
      Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
      October 27, 2023/
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    • Retirement Redefined: Reverse Mortgages – Interview w/ Michael Forslund
      Retirement Redefined: Reverse Mortgages – Interview w/ Michael Forslund
      September 22, 2023/
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    • From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning
      From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning
      August 18, 2023/
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    • 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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