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Ocala, Florida Wealth Management 

Acres of Diamonds Investments Surprises Extended Care: A Patchwork of Possibilities


Private Wealth Management For Select Individuals

At Estate and Retirement Resources, Inc., we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

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Use this calculator to estimate your capital gains tax.

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Assess whether you are running “in the black” or “in the red” each month.

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