Events

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation.  It is important to understand how to harvest your investments and collect retirement income in the […]

***CLIENTS ONLY***   Please join our team at Turtle Bay Exploration park for a fun-filled day at Turtle Bay! We will have the entire park to ourselves to enjoy. There will be several activities, food, music, and a special announcement from Ted that you will not want to miss! You can also bring as many […]

Ahhhh, taxes — a necessary evil in our American lives. They pay for roads, safety and a whole host of other community-related services. We enjoy the benefits our taxes pay for but loathe the idea of paying more than our fair share. Taxes leave our pockets with that less-than-full feeling after Uncle Sam takes his […]

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation.  It is important to understand how to harvest your investments and collect retirement income in the […]

We are so excited to announce and invite you to the formal release of Ted's new book: Launch Your Retirement! Ted outlines the 5 pillars of retirement planning to equip people with the tools they need to transition from their saving to spending years, with the goal for families to achieve the retirement they dream […]