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  • 6 Ways to Secure Your Finances After RetirementAugust 15, 2025
    Although your CalPERS service retirement is a lifetime benefit, and you have other income sources available to you, money can still be tight.… Read more: 6 Ways to Secure Your Finances After Retirement
  • OBBBA Impact on HSAsAugust 13, 2025
      By Sarah Brenner, JD Director of Retirement Education From a tax perspective, a Health Savings Account (HSA) can offer… Read more: OBBBA Impact on HSAs
  • 5 Random Retirement Account Trivia QuestionsAugust 11, 2025
    By Andy Ives, CFP®, AIF® IRA Analyst Are the current tax brackets, made “permanent” by OBBBA, really here forever? Not… Read more: 5 Random Retirement Account Trivia Questions
  • Weekly Market CommentaryAugust 10, 2025
    Global financial markets rallied last week as investors stepped in again to buy the prior week’s dip in prices.  Japan,… Read more: Weekly Market Commentary
  • Retirement planning with annuities in 2025: Key considerations and trendsAugust 7, 2025
    Annuities have seen a resurgence in popularity as a retirement planning tool, especially in 2025, driven by market volatility, higher… Read more: Retirement planning with annuities in 2025: Key considerations and trends

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Impact Wealth Partners

1637 Westerham Loop
Trinity, FL 34655

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Contact Number: (727) 781-8393

Fax Number: (727) 781-8493

iappraise4u@aol.com

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