The Teague Group has been providing financial services to our clients in Charlotte and the surrounding area since 1977.
The Teague Group team is comprised of highly-skilled individuals who share a strong belief that doing business the correct way will help us continue to serve our clients for many years.
We take pride in the reputation we have earned for providing our clients with excellent service and education. These traits have the potential to empower our clients to help them make better financial decisions.
Helpful Content
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
View all articles 
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Rightsizing for Retirement
What does your home really cost?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.