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In the News

Social Security Spousal Benefits can be complicated.  Kate Gregory provides guidance in this MarketWatch article.

Morning Star Advisor: On the Virtual Road Again

You've heard of the virtual office, but are you ready for Ted Gregory's virtual mobile office?

Huntington Beach Independent Newspaper: Community Commentary

Don’t overlook smaller, out-of-state colleges.

Smart Money Magazine: Client Success story The Hansens

Read about how we helped a client significantly boost his retirement plan contributions.