RAS

Retirement & Advisory Services Blog

Do you love reading about personal finance as much as we do? Whether you’re new to staying on top of your finances or need some fresh inspiration to grow your wealth, you have come to the right place.

TEG Retirement & Advisory Services- Tax Planning Webinar

Tax Planning in the Four Stages of Retirement 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 and other rules [...]

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TEG Retirement & Advisory Services- Weekly Economic Update Webinar

Webinar: Weekly Economic Update

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, but more importantly, [...]

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TEG Retirement & Advisory Services- First Quarter 2020

Mailbox

Dear Friends, Without question, the last several weeks have been difficult for everyone. I’ve spoken to so many of you as we all look to better understand the new world that's unfolding in front of us. Our commitment to keeping you well informed has never been stronger. We’ve [...]

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TEG Retirement & Advisory Services- Webinar

Webinar: Taking Back Control During Difficult Times

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 engaged all day, [...]

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

Elderly Man and Woman

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 supporting their parents [...]

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TEG Retirement & Advisory Services- What You Need to Know About the Secure Act

Jean secure

The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was approved by the Senate and signed by President Trump on the days leading up to Christmas. Incorporated into a broader 2020 fiscal [...]

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Important Information

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates.  Financial planning offered through LEXCO Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial.

TEG Federal Credit Union and TEG Retirement & Advisory Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TEG Retirement & Advisory Services, and may also be employees of TEG Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TEG Federal Credit Union or TEG Retirement & Advisory Services.  Securities and insurance offered through LPL or its affiliates.

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Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.

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