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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by Teague & Associates on February 12th, 2025

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

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Understanding Your True Risk Tolerance

Submitted by Teague & Associates on February 6th, 2025

The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk.
Understanding your risk tolerance is considered one of the most important elements of investing.

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Financial FAQs

Submitted by Teague & Associates on February 3rd, 2025

Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.

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5 Year-End Tax Planning Opportunities

Submitted by Teague & Associates on February 3rd, 2025

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

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What does "Wealth" Mean to You?

Submitted by Teague & Associates on February 3rd, 2025

In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.

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5 Year-End Tax Planning Opportunities

Submitted by Teague & Associates on January 7th, 2025

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

  • Read more

5 Year-End Tax Planning Opportunities

Submitted by Teague & Associates on January 7th, 2025

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

  • Read more

5 Year-End Tax Planning Opportunities

Submitted by Teague & Associates on April 4th, 2024

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

  • Read more

Financial FAQs

Submitted by Teague & Associates on April 4th, 2024

Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.

  • Read more

5 Year-End Tax Planning Opportunities

Submitted by Teague & Associates on February 14th, 2023

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

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  •   13059 West Linebaugh Ave, Suite 102, Tampa, Florida 33626
  •   813-343-3859
  •   Info@teagueadvisors.com

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through PSI Advisors, LLC, a registered investment advisor. Teague & Associates and PSI Advisors, LLC are separate entities from LPL Financial. 

The LPL Financial registered representative(s) 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.

We are licensed to sell insurance products to residents of the following states:  AZ, FL, IN, NC, TN, UT, and VA 

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