Tesar Group Investment & Financial Planning Powered by LPL Financial

06/08/2026

A mid‑year cash flow check‑in can help retirees stay aligned with their income, spending, and long‑term goals. This infographic highlights key areas to review, from income sources and withdrawal strategies to healthcare costs and evolving priorities.

Taking time to review these areas mid‑year can support more confident decision‑making, help manage surprises, and keep your retirement plan on track. Consider whether a mid‑year conversation with your advisory team could provide added clarity and peace of mind.

Contact our team today to learn more: https://www.tesargroup.lpl.com/contact

A Mid-Year Check-In: A mid-year review can help keep your income, spending, and priorities aligned with your retirement goals.

06/02/2026

This Week’s Market Commentary is Live! Get timely insights on market trends and economic developments from the LPL Financial Research team.

👉 Read the latest update here: https://www.tesargroup.lpl.com/weekly-market-commentary

05/29/2026

529 Day is a reminder to step back and look at the full picture of college planning.

Beyond saving, families often juggle academics, applications, financial aid, and overall costs. A simple checklist can help keep those moving parts in one place as students move from high school to enrollment.

Access the Parent’s College Planning Checklist now to learn more. Questions? Contact our team: https://www.tesargroup.lpl.com/contact

Key considerations from high school through enrollment.

05/25/2026

Today we observe Memorial Day, a day to honor and remember the brave individuals who gave their lives in service to our country.

Our office will be closed in observance of the holiday. We will reopen and resume normal business hours on Tuesday.

05/19/2026

This Week’s Market Commentary is Live! Get timely insights on market trends and economic developments from the LPL Financial Research team.

👉 Read the latest update here: https://www.tesargroup.lpl.com/weekly-market-commentary

05/15/2026

🎙Stay informed with the Market Signals Podcast, featuring expert analysis from LPL Research on today’s economic trends and market dynamics.

Listen now: https://www.tesargroup.lpl.com/market-signals-podcast

05/07/2026

May is dedicated to recognizing small businesses and the leaders who work tirelessly to serve their communities 📊. Financial planning can help owners protect their operations and create sustainable growth for years to come.

A tailored approach can make navigating business finances much easier. Visit our website to learn more: https://www.tesargroup.lpl.com/

04/28/2026

This Week’s Market Commentary is Live!

Get timely insights on market trends and economic developments from the LPL Financial Research team.

👉 Read the latest update here: https://www.tesargroup.lpl.com/weekly-market-commentary