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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
9 Facts About Social Security
There are things about Social Security that might surprise you.
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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
9 Facts About Social Security
There are things about Social Security that might surprise you.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Rightsizing for Retirement
What does your home really cost?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.