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April 2018

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Advice for Life

Dave Ramsey SmartVestor
Outlook 2018
Retirement Geeks - Let's Geek Out on your retirement and financial planning, investments and insurance.
Click to learn more about LPL Financial Advisors Wat Keys, Al Howell, Jon Dewar, and LPL Registered Assistant and CPA Dave Grubbs
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Retirement Geeks - Gwen says, Let's Geek Out on your retirement and financial planning, investments and insurance.
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Account View - Access your account from your computer, tablet or smartphone.
Junior Achievement of Eastern North Carolina


LPL Research
Outlook 2018

February 2018 - The LPL Research Outlook 2018: Return of the Business Cycle highlights the opportunities and potential challenges that may lie ahead for market participants as we get back to the traditional drivers that we’d expect to push the economy and markets forward. View the complete publication, featuring insightful commentary, as well as economic and market guidance for 2018.

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Charitable Giving as Part of
Your Financial Planning

Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable giving whether giving to a local non-profit or their place of worship.

RetirementGeeks has had the pleasure of donating to multiple charitable organizations including Junior Achievement, Girls on the Run, Community Music School and Community Workforce Solutions.


Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning.  Read More ...

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