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LifeGoal Investments is here to simplify the financial world and help you make confident, informed decisions. Led by Taylor Sohns, MBA, CIMA®, CFP®, our team distills complex strategies—gathered from years of working with top financial advisors—into a concise weekly newsletter. Each issue offers clear perspectives on investing, planning, and tax efficiency, allowing you to build your future on solid ground.

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Ex 'Wall Streeter', Simple Education on Markets & Economy, CFP and CEO of LifeGoal Wealth Advisors