SCAM Alert: Credit Unions across the country are reporting that fraudsters are posing as financial institutions in attempt to steal confidential information. If you receive a suspicious call or text from someone claiming to be from TEG, even if the number appears legitimate, hang up and contact us directly at 845-452-7323. TEG will never contact you to request your account information. Do NOT share your personal confidential information with anyone. Learn about Fraud & Security: https://www.tegfcu.com/fraud-security/
Our partner, Vision Retirement, offers a variety of solutions, including advice, planning, investing, tax preparation, and consulting services. Regardless of whether you’re just starting out have saved a significant amount of assets, you’ll get to work with a CFP® professional with whichever service option you choose.
Are you contemplating buying a home this year? Taking such a significant leap forward is a crucial milestone. Life-changing events such as marriage, divorce, job opportunities, or just the desire…
TEG Retirement & Advisory Services- 5 Things You Can Do With an IRA That You Can’t With a 401(k)
Retirement • Published 01/22/2020
–Jeffrey Levine, CPA/PFS, CFP® IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. Indvidual retirement accounts (IRAs)…