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
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Rightsizing for Retirement
What does your home really cost?
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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?