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We are all feeling the affects of inflation, gas, interest rates, etc. but JoePat has 3 simple ways to get more out of your retirement plan. What does your Medicare plan look like? What small changes need to be made to your portfolio? Finally, what is your tax strategy? If you take a few moments to focus on these elements of your plan, then you could have the maximum potential from your portfolio. 

For more information on Belmont Capital or to schedule a complimentary consultation, call 704-946-7000 or visit www.belmost-capital.com