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Archive for December 2014

Managing the Effects of Millennial College Graduates on Boomers’ Retirement Planning

By Safeguard Investment Advisory Group | December 3, 2014 | 0

I’s a great thing that society values education, but millennial college graduates can affect your financial goals. Unfortunately, little thought is put into managing the effects of college graduates on…

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What I Should Know About My Thrift Savings Plan

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Thrift Savings Plans and The Investment Fund Allocation Choices As with all things, understanding the Big Picture can help tremendously in your financial goals. A Thrift savings plan, or commonly…

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Old Fashioned Financial Independence

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Are you looking to become financially independent? True financial independence calls for a combination of hard work, discipline, and a few simple steps which I will outline here.   Do…

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Multiple 401k Plans and Options

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Here are some common questions we get asked when it comes to 401k plans. “These days many people have moved around, from job to job, ending up with multiple 401k…

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4 Items to Review During Retirement

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Items to Review During Retirement Analyze your current portfolio.  How much risk are you currently taking?  What is the amount of volatility you are willing to accept and does your…

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Cash Value Life Insurance – Advantages and Disadvantages

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Cash Value Life Insurance – Advantages and Disadvantages Cash value life insurance has been a big controversy amongst financial planners over the years.  Some say it is a great tool…

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Do I Need an Investment Advisor?

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Do I Need an Investment Advisor? Most of us are busy with work, kids, church, walking the dog, possibly caring for an elderly parent, and a variety of other responsibilities…

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How to Control Risk in Your Bond Portfolio

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Do you wonder how you can control risk in your bond portfolio? Many are worried about interest rates going up and bonds losing value. The good news about bonds –…

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How to Create Income During Retirement

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Want to learn how to create income during retirement? Your strategy used will be determined during the accumulation phase or the preservation stage.  Today I will discuss what to focus…

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Fundamentals of Investing

By Safeguard Investment Advisory Group | December 3, 2014 | 0

Don’t fall prey to herd mentality With the government shutdown and other worldwide uncertainties, by “not following the herd,” the investor has opportunity.   When we have wars, natural disasters, government…

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