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Nancy Lopez Joins the Show!

Nancy Lopez Joins the Show!

Continue Reading Nancy Lopez Joins the Show!
How to Outlast an Economic Downturn with Your Retirement Plan

How to Outlast an Economic Downturn with Your Retirement Plan

Continue Reading How to Outlast an Economic Downturn with Your Retirement Plan
How to Plan for Retirement in a Volatile Economy

How to Plan for Retirement in a Volatile Economy

Continue Reading How to Plan for Retirement in a Volatile Economy
Which Annuities to Avoid and Which Ones to Buy

Which Annuities to Avoid and Which Ones to Buy

Continue Reading Which Annuities to Avoid and Which Ones to Buy
Which Annuities to Avoid and Which Ones to Buy

Which Annuities to Avoid and Which Ones to Buy

Continue Reading Which Annuities to Avoid and Which Ones to Buy
Avoid Biden’s Tax Increases with a Roth Ladder Conversion

Avoid Biden’s Tax Increases with a Roth Ladder Conversion

Continue Reading Avoid Biden’s Tax Increases with a Roth Ladder Conversion
Keeping Fear out of Your Portfolio and Retirement Plans

Keeping Fear out of Your Portfolio and Retirement Plans

Continue Reading Keeping Fear out of Your Portfolio and Retirement Plans

Erick’s Interview with The Retirement Panel

Continue Reading Erick’s Interview with The Retirement Panel
Don’t Make These Mistakes with Your Retirement Plan

Don’t Make These Mistakes with Your Retirement Plan

Continue Reading Don’t Make These Mistakes with Your Retirement Plan
If You Fail to Plan, You Are Planning to Fail

If You Fail to Plan, You Are Planning to Fail

Continue Reading If You Fail to Plan, You Are Planning to Fail
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Recent Posts

  • What Savvy Americans Are Doing to Protect Their Retirement
  • What You Can Do Now to Save on Taxes for 2023 and Beyond
  • The Importance of Legal Planning and How to Disarm Your Retirement Tax Bomb
  • Helping You Make Smart Adjustments to Your Retirement Plans
  • What You Need to Know about Secure Act 2.0
  • How to Balance Risk and Safety with Your Retirement Plan
  • Laying the Foundation for a Smart Retirement Plan
  • 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

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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/
      0 Comments
    • What Savvy Americans Are Doing to Protect Their Retirement
      What Savvy Americans Are Doing to Protect Their Retirement
      April 28, 2023/
      0 Comments
    • What You Can Do Now to Save on Taxes for 2023 and Beyond
      What You Can Do Now to Save on Taxes for 2023 and Beyond
      April 21, 2023/
      0 Comments
    • The Importance of Legal Planning and How to Disarm Your Retirement Tax Bomb
      The Importance of Legal Planning and How to Disarm Your Retirement Tax Bomb
      March 3, 2023/
      0 Comments
    • Helping You Make Smart Adjustments to Your Retirement Plans
      Helping You Make Smart Adjustments to Your Retirement Plans
      February 17, 2023/
      0 Comments

    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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