Thank you for joining the Stay Wealthy Retirement Newsletter!
🤑 Click Here to Grab Your 2025 Tax Cheat Sheet (Includes New Updates from the ‘One Big Beautiful Bill’)
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As a newsletter subscriber, you’ll receive retirement planning articles (written by yours truly!) every Thursday.
My mission is to help you improve retirement success and avoid overpaying the IRS.
In the meantime, there are THREE ways I can help you right now…
1. Subscribe to the Stay Wealthy Podcast
The Stay Wealthy Retirement Show is an award-winning podcast dedicated to helping you:
- Lower taxes
- Invest smarter
- Improve retirement success
Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash?
How about when to take Social Security and how to turn your investments into reliable retirement income?
🎤 Check out the podcast on your favorite app.
2. Catch Up on Past Newsletters
I’ve been sending weekly retirement newsletters for several years!
Check out the newsletter archive to get caught up.
3. Get Your Free Retirement Assessment
Are you on the hunt for a retirement and tax planning expert?
My team and I specialize in tax and retirement planning for people aged 50+.
We help our clients lower taxes, invest smarter, and maximize retirement income.
To help you evaluate our firm + make an informed decision about working together, we offer a Free Retirement Assessment™.
Through this 3-step process, we will:
- Answer your most pressing questions
- Show you how to lower your tax bill
- Provide a roadmap for improving retirement success
This complimentary process will help you see exactly how we can help, allowing you to make an informed decision about working with us.
If you want to hire a retirement and tax expert this year, learn more about our Free Retirement Assessment™ process here.
Stay wealthy!
Taylor Schulte, CFP®