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Today's Date:
Tuesday, July 05, 2022
Home of the Retirement Geeks

Welcome to the
Retirement Geeks

‘Geeking Out!’ on your retirement planning, investments and insurance!

The Retirement Geeks of LPL Financial believe you should 

Live Your Legacy 

Now!

Learn How

Recent News & Articles

February 9, 2022
Outlook 2022: Passing the Baton

LPL Research Outlook 2022: Passing the Baton is designed to provide insight and analysis for the next set of challenges the economy and markets may face. While the economy continues to move forward, we’re still feeling some aftershocks of COVID-19 and the Delta variant. We see 2022 playing out as a handoff—from stimulus bridging a […]

March 22, 2021
Volunteer Your Time To Support Junior Achievement!

Junior Achievement (JA) helps kids succeed in the world beyond school, and a matching donor will match your donation up to $10,000 right now, so donate here: JA has added some opportunities for you to consider…….. contact us about these below, and ask about our Career Fair efforts, JA-in-a-Day teaching/assisting opportunities, scholarship and Job-Shadow opportunities. […]

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Disclaimer

Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
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RetirementGeeks.com
2840 Plaza Place
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Raleigh, NC 27612

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