What You Can Do Now to Save on Taxes for 2023 and Beyond

On this week’s show, Erick and Randy start by encouraging listeners to get a head start on next year by implementing smart tax-saving strategies now. We share our quote of the week and help explain why interest rates have made it a great time to get more defensive with your retirement investments.

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Schedule a free retirement consultation with Erick at TakePointWealth.com

Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511