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- 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?...

View More

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

A bull

The first five days of 2020 are in the books. Although the headlines have been quite scary, equities...

View More

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...

View More

TEG Retirement & Advisory Services- Annuity Options: Choices Abound for Today’s Retiree

Annuity Options

As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered...

View More

TEG Retirement & Advisory Services- Manage Risk in Your Portfolio

Portfolio Risk

To most people, "risk" evokes negative images -- driving faster than the speed limit, placing bets on "a...

View More

TEG Retirement & Advisory Services- Is the Roth 401(k) an Option for You?

Roth 401k

Since it first became available in 2006, many employers have added the Roth 401(k) to their benefit packages...

View More

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.

RAS Legal

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

View LPL’s Privacy Policy

*Five Star Professional, is an independent and unrelated company from TEG Retirement and Advisory Services and LPL Financial, who administers surveys and screens award candidates against ten objective criteria.   Award is not based on current or future investment performance.  For more information visit www.fivestarprofessional.com

 BrokerCheck logo   To research the backgrounds of the investment professionals associated with this site visit FINRA’s BrokerCheck