Success in the New RetirementSuccess in the New Retirement

A "Swift" Tax Strategy

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped  
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Damon Roberts and Matt Deaton explain how Taylor Swift does more to teach our kids about taxes than most schools do. Plus, some argue maximizing your 401k is optimal but is it smart? 

For more information or to shedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  

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  1. Success in the New Retirement

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
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