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- Webinar: Midyear Outlook

Midyear Outlook Webinar

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 analysis. Join us: [...]

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TEG Retirement & Advisory Services- Webinar: Financial Wellness

Financial Wellness Webinar

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 her focus on [...]

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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

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 card issuers including [...]

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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


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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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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