Financial & Tax Strategies, LLC.

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Financial & Tax Strategies, LLC. One of our top priorities is to protect clients assets. The goal is to help people become millionaires! You tell us how many millions YOU want! Louis communities.

Gary Goldberg, the Founder/President of Financial & Tax Strategies, LLC., is a veteran of the U.S. Air Force, and a retired multi-year St. Clare Parish Council President & Building Committee Co-Chairman. He currently serves as a Director in the Fairwood Lake Homeowners Association and volunteers for many St. Louis area charities. Gary is a Managing Director with Redwood Tax Specialists. After joining the financial services industry in 1988, Gary founded his firm in 1991. His clients are spread across several states, including Missouri, Illinois, Florida, Tennessee, Texas, Arizona and Colorado. His financial advice has been shared in a variety of media outlets, such as CBS Marketwatch, radio programs on KMOX-AM & KTRS-AM and newspapers including the Belleville News-Democrat and the St. Louis Post-Dispatch. Gary has passed the Series 6, 7, 24, 26, 63 and 65 securities exams. He is an Investment Advisor Representative, a Registered Principal and a Registered Financial Consultant (RFC®). He is a graduate of Southwestern Illinois College, where he is degreed in Business Administration. Gary is married & the father of three adopted kids, and has one granddaughter. In his free time, he enjoys spending time with his family and serving his church. Gary is a 30+ year experienced Money Advisor for Successful Individuals, Families & Business Owners in the Metro East and St. The Goldberg Team includes, securities and insurance professionals, a CPA, an Estate Planning Attorney, and an MBA/CFP. Teaming up with Redwood Tax Specialists completes our holistic financial planning style! The Goldberg Team Goal is to help people 'Retire Younger, Richer & With Less Anxiety' using wisdom, unique & personalized strategies for protection and growth, and by building lasting, meaningful relationships based on candor, trust, integrity and superior client service! Securities and advisory services are offered through Centaurus
Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org,
a broker/dealer and registered investment advisor. The
representative associated with this site may only discuss/transact
business in the following states: IL, MO, TN, CO, FL, AZ & TX. Financial & Tax Strategies, LLC. and Centaurus Financial, Inc. are not affiliated.

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10/31/2026

As the veil between worlds grows thin, frights and delights stir awake! 🕸️ The spooky season has arrived to enchant one and all.

Wickedly clever costume parties 👻, meticulously carved pumpkin masterpieces 🎃, and savoring all the seasonal candy indulgences await those looking to embrace their spirited side this Halloween. 🍭🍫

Let your inner ghoul out to play. 'Tis the season to get delightfully tricky and revel in all sorts of haunting shenanigans! 🕷️

Share your favorite hair-raising Halloween adventures below, if you dare... 💀

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10/29/2026

As the leaves fall, so can your market risk. Now’s the perfect time to focus on your financial future. With annuities, you can enjoy reduced market exposure and increased retirement income. Let us guide you with safe accumulation strategies to help you secure your future.

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10/22/2026

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10/08/2026

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Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

Fall is here, the year is flying by, and before we know it, we’ll be talking holidays and New Year’s resolutions!

But before 2026 gets away from us, it’s a great time for an October Retirement Check-In.

This Saturday on Wealth & Wisdom with Gary Goldberg, Gary is talking about the things you should be looking at NOW when it comes to your retirement plan — from income and investments to taxes and the little details that can make a BIG difference.

And don’t worry…Gary will keep it simple, throw in a few laughs, and leave the financial jargon where it belongs.

📻 Listen Saturday, October 10th at 7:00 AM on KMOX 1120 AM & 104.1 FM.

Know someone getting close to retirement? Forward this email and invite them to listen, too!

Ready to take a closer look at your own retirement?

📞 800-966-1690
🌐 CheckWithGary.com

Financial & Tax Strategies
Retire younger, richer, and with less anxiety.

10/01/2026

**Start your Saturday with a little Wealth & Wisdom!**

Join **Gary Goldberg** every Saturday morning for **Wealth & Wisdom**, where Gary takes the confusion out of retirement planning and talks about the financial topics that actually matter as you prepare for the years ahead.

From retirement income and investments to taxes, Social Security and protecting what you’ve worked so hard to build, Gary brings **over 38 years of experience** to the conversation—with plenty of stories and a few laughs along the way.

📻 **Listen Saturdays at 7:00 AM on KMOX 1120 AM & 104.1 FM**

And here’s where we need YOUR help!

If you enjoy the show, **please share it with your friends, family and coworkers!** You never know who might have a retirement question or could benefit from a little more Wealth & Wisdom.

Miss the show? Want to share it with someone?

🌐 Visit **CheckWithGary.com** to listen and share!

Know somebody getting close to retirement? **Send them our website and invite them to listen with you this Saturday.**

📞 **800-966-1690**
🌐 **CheckWithGary.com**

**Financial & Tax Strategies**
*Retire younger, richer, and with less anxiety.*

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for...
10/01/2026

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

Address

4 Eagle Center, Suite 3
O'Fallon, IL
62269

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18009661690

Website

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