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Retirement & Investment Education
Planning for your financial future shouldn't be overwhelming.
Whether you're just beginning to save, prepping for retirement, or looking to make the most of your existing investments, having the right information can help you make confident decisions. Check out the educational resources below to better understand your options & build a stronger financial understanding.
When you're ready to take the next step, the financial advisors with the LGE Investment Group is here to help you strengthen your strategy, build a plan, and provide personalized guidance based on your unique goals.
Schedule your complimentary appointment today.
Diversification, Patience, and Consistency
Regardless of how the markets may perform, consider making these three principles part of your investment philosophy.
Diversification helps manage risk, patience counters panic, and consistency stays the course.
Retirement Realities
Expectations vs. Reality
Few retirees find their financial futures playing out precisely as they assumed, but understanding some of the more common assumptions about retirement may help you get closer to your goal than most.
Saving Early & Letting Time Work For You
As a young investor, you have a powerful ally on your side: time.
When you start investing in your twenties or thirties for retirement, you can put it to work for you.
Retirement Is a Beginning
How do you know you're psychologically ready to retire?
As a start, ask yourself four important questions.
1This is a hypothetical example used for illustrative purposes only. It is not representative of any specific investment or combination of investments.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LGE Community Credit Union and LGE Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LGE Investment Group and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LGE Community Credit Union or LGE Investment Group. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY | NOT CREDIT UNION GUARANTEED | NOT CREDIT UNION DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
LGE Community Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. LGE Investment Group is not registered as a broker-dealer or investment advisor.