How to Start Planning for a Successful Retirement

Take Point on Retirement

19-05-2023 • 57分

Erick shares some important information about the debt ceiling and why it matters for current and future retirees. Is your retirement plan accounting for future tax increases?

Plus, we detail some critical steps you need to take before you retire or start taking Social Security.

Schedule your free retirement consultation with Erick at

Got questions about taxes or your retirement savings? Call Take Point Wealth Management at (352) 616-0511