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 – 529 Plans vs. Other College Savings Options

529 plans can be a great way to save for college, but they're not the only way. When...

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TEG Retirement & Advisory Services – Staying on Track with Your Retirement Investments

Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that...

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TEG Retirement & Advisory Services – Smart Financial Moves in Your 40s and 50s

These crucial years call for action. Today, retirement may seem nearer to you than it once did. The...

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TEG Retirement & Advisory Services – Retirement Expectations vs. Reality

[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...

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TEG Retirement & Advisory Services – Five Things to Do Before Meeting With an Advisor

Americans' financial lives are increasingly complex. It's not unusual to have checking and savings accounts, a 401(k), IRAs,...

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Important Information

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.

Securities offered through LPL Financial, member FINRASIPC. Insurance products offered through LPL Financial or its licensed affiliates. 

Financial Planning offered through Lexco Wealth Management, a registered investment advisor and a separate entity from LPL Financial.

Not NCUA Insured. Not Credit Union Guaranteed. May Lose Value.

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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