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Tag: Retirement

TEG Retirement & Advisory Services- Financial Fitness Checklist Workshop

Checklist with Blue Pen TEG Retirement & Advisory Services- Financial Fitness Checklist Workshop

This checkup covers all the important aspects of your life: family, goals, business or work, health, money, estate, retirement, and your future. It can help you identify those areas that could use some attention. After you’ve finished the checkup, taking steps now to improve your […]

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TEG Retirement & Advisory Services- Webinar: Midyear Outlook

Midyear Outlook Webinar TEG Retirement & Advisory Services- Webinar: Midyear Outlook

Please join us in welcoming a very special guest from our own broker/dealer, Scott Brown who is an analyst with LPL Research. He serves a member of the LPL Financial Research investment management committee where he helps to develop and articulate market trends and technical […]

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TEG Retirement & Advisory Services- Webinar: Financial Wellness

Financial Wellness Webinar TEG Retirement & Advisory Services- Webinar: Financial Wellness

Please join us on Thursday, June 25th for a conversation on Financial Wellness: Guidance for Each Stage of Life. Thursday, June 25, 2020 2:00 PM Featuring Jackie Wilke, Advisor Consultant Join us with special guest, Jackie Wilke, Advisor Consultant at First Trust Portfolios L.P.. With […]

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TEG Retirement & Advisory Services- 3 Things to Keep in Mind if Your Credit Limit was Recently cut

3 things to keep in mind if your credit limit was recently cut TEG Retirement & Advisory Services- 3 Things to Keep in Mind if Your Credit Limit was Recently cut

Nearly 40 million Americans have lost their jobs in the last nine weeks as the coronavirus pandemic has upended the economy, and financial institutions have already seen a major increase in deferment requests, delayed payments and forbearance applications. In an effort to reduce risk, major […]

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TEG Retirement & Advisory Services- Tax Planning Webinar

Tax Planning in the Four Stages of Retirement Webinar TEG Retirement & Advisory Services- Tax Planning Webinar

We hope you will join us for our upcoming interactive webinar that will help you learn what you should do and what you should avoid when it comes to taxes before and during retirement. The goal is to help you understand how the tax code […]

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TEG Retirement & Advisory Services- Weekly Economic Update Webinar

Webinar: Weekly Economic Update TEG Retirement & Advisory Services- Weekly Economic Update Webinar

Webinar: Weekly Economic Update I am excited to share that another specialist will be joining us for our weekly LEXCO educational call on Thursday, April 23rd at 2:00 PM. This week we will feature a module called Keeping it in Perspective. It will cover what’s happened, […]

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TEG Retirement & Advisory Services- Webinar

Webinar: Taking Back Control During Difficult Times TEG Retirement & Advisory Services- Webinar

Our commitment to keeping you well informed has never been more stronger. Please know TEG Retirement and Advisory Services remains fully functional while working remotely. We have the full support of Lexco Wealth Management, our investment advisor and LPL Financial, our broken dealer. We are […]

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TEG Retirement & Advisory Services- What to do if your parents need a bailout

Elderly Man and Woman TEG Retirement & Advisory Services- What to do if your parents need a bailout

Often, adult children need some money from their parents. But what do you do when your parents need financial help? You won’t be alone. According to a 2019 study by the Transamerica Center for Retirement Studies, 8% of Gen Xers and 3% of boomers say […]

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TEG Retirement & Advisory Services- 10 Rules to Know About Qualified Charitable Distributions

10 Rules to Know About Qualified Charitable Distributions TEG Retirement & Advisory Services- 10 Rules to Know About Qualified Charitable Distributions

–Denise Appleby, APA, CISP, CRC, CRPS, CRSP If you are an IRA owner interested in donating to charity, a qualified charitable distribution may be an option. These 10 rules outline how a QCD should be done. Arguably, one of the biggest changes to the tax […]

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TEG Retirement & Advisory Services- Why The First Five Days Of 2020 Could Have Bulls Smiling

A bull TEG Retirement & Advisory Services- Why The First Five Days Of 2020 Could Have Bulls Smiling

The first five days of 2020 are in the books. Although the headlines have been quite scary, equities have picked up right where they left off last year. In fact, after the first five trading days of the new year, the S&SP 500 Index is […]

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Annuity Options: Choices Abound for Today’s Retiree

Annuity Options Annuity Options: Choices Abound for Today’s Retiree

As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are gaining in importance. Yet before you rush to add a VA to your retirement funding scheme, take some time to understand what […]

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TEG Retirement & Advisory Services- Reducing Risk with Diversification

Reducing Risk TEG Retirement & Advisory Services- Reducing Risk with Diversification

Diversification is a basic concept that’s critical to building a portfolio able to withstand the test of time. It is the process of spreading your money among a variety of securities to reduce exposure to any one investment or asset class. The premise behind diversification […]

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