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.
529 plans can be a great way to save for college, but they're not the only way. When...View More
Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that...View More
These crucial years call for action. Today, retirement may seem nearer to you than it once did. The...View More
[vc_row][vc_column][vc_column_text]You can’t always envision what will happen in your “second act.” Just as few weathercasters can accurately forecast...View More
Americans' financial lives are increasingly complex. It's not unusual to have checking and savings accounts, a 401(k), IRAs,...View More
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Financial Planning offered through Lexco Wealth Management, a registered investment advisor and a separate entity from LPL Financial.
Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.