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Tackling the Twin Threats of Taxes and Inflation - July 5, 2025

Tackling the Twin Threats of Taxes and Inflation - July 5, 2025

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 When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings.

Learn more at Apex Financial Group

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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