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 […]

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 […]

WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2024 If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. Did you know? 64% of Americans say having a will is important, fewer than 32% […]

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 […]

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 […]