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YOU HAVE QUESTIONS. GARY HAS A CONVERSATION.

WAIT.
BEFORE
YOU RETIRE.

Can you afford it?  Will your money last?
What about taxes? 
These are the questions worth asking before you make the leap.

LET'S START WHERE YOU ARE

WHAT'S YOUR BIG
RETIREMENT
QUESTION?

Skip the financial jargon.
Choose the thing you actually
want to know.

YOU'VE SAVED THE MONEY.
LET'S TALK ABOUT THE LIFE.

Wealth & Wisdom With Gary Goldberg

SMART MONEY.

GOOD RADIO.

Real retirement questions, straight answers,
and a little fun along the way.
Listen Saturdays at 7 AM on
KMOX 1120 AM and 1041. FM. 

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Could Your Tax Bill In Retirement
Be Too Big?

If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future. Do you know the size of your potential tax bill?

Financial & Tax Strategies, LLC  |  Gary Goldberg, Wealth Manager

IL OFFICE: 4 Eagle Center, Suite 3, Upper Level, O'Fallon, IL  62269    MO OFFICE: 2055 Craigshire Road, Suite 410, St. Louis, MO 63146​

​Tel:  314-991-9005  |  800-966-1690​     Email: ggoldbergadmin@cfiemail.com

​​

UNITED STATES AIR FORCE VETERAN

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AWARD-WINNING MOVIE PRODUCER

© 2026 by Financial & Tax Strategies, LLC.

​

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities & advisory services offered through Centaurus Financial, Inc., a registered broker/dealer and Registered Investment Advisor. Member FINRA/ SIPC. F&TS, LLC. and Centaurus Financial are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory 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. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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