Safeguard Investment Advisory Group Opens a New San Diego Office

By Pam Vega | July 16, 2015

    With the ability to assist San Diegans with pre and post retirement planning for financial independence Corona, CA (July 15, 2015) – Safeguard Investment Advisory Group, a Professional Wealth Management & Financial Planning Service Firm today announced that it is opening a new office in San Diego, California to accommodate growth and better…

Low-Risk Investment Opportunities in Retirement

By Safeguard Investment Advisory Group | July 6, 2015

Retirement doesn’t have to be the end of the line for your income. While you may have a long bucket list and enough money saved to do many of the things on it, there are still opportunities for you to earn money. Many retired people look to investment opportunities to keep a steady flow of…

Wealth Transfers & Estate Planning

By Safeguard Investment Advisory Group | June 30, 2015

You’ve worked for many years to accumulate your current wealth and assets. You are either currently enjoying what you have saved in retirement or hope to do so in the coming years. But have you taken into consideration what will happen to these assets when you are no longer around to enjoy them? You cannot…

Are You Using the Right ROR (Rate of Return) Calculation?

By Safeguard Investment Advisory Group | June 25, 2015

When you’re planning for retirement, it’s easy to get lost in a sea of numbers and end up with more confusion than direction. However, it’s vital to understand some metrics as you decide how to invest your nest egg. One of the most important figures is rate of return, also referred to as ROR. There…

What Will Your Life of Leisure Be Like? A Look at Retirement Spending

By Safeguard Investment Advisory Group | June 5, 2015

Enough about retirement saving and investing for a minute. Let’s talk about retirement spending. If you invest soundly, live within your means and calculate carefully, you’ll have sufficient funds in your portfolio when you retire to rewardingly sustain you for the rest of your life. We try to drill that mantra into whoever will listen.…

Planning for Your Retirement

By Safeguard Investment Advisory Group | May 18, 2015

Having a stockpile of money set aside and used at your disposal for relaxation, traveling, or whatever you see fit is what the “American dream” is all about. Are you ready to retire? When it comes to retirement, there is not a single mold that works for every single person. There are several ways to…

The Basics of Roth IRA Conversions

By Safeguard Investment Advisory Group | May 11, 2015

Roth IRAs are a very attractive and effective retirement option for people in the Corona and Citrus Heights areas and beyond. This is primarily because the money in these accounts has already been taxed and will not be subject to additional taxation when it is withdrawn (as long as all requirements are met). Ideally, this…

Annuities: The Good, the Bad and the Ugly

By Safeguard Investment Advisory Group | April 28, 2015

The term annuity isn’t one that comes up around the dinner table on a daily basis, but it’s an important one to understand if you have reached retirement or are getting close. At its most basic level, an annuity is a financial product designed to increase your financial security as you begin your golden years.…

Investing for Your Future on a Budget

By Safeguard Investment Advisory Group | April 23, 2015

It’s never too late to save for retirement. If you are rapidly approaching your retirement date or have already retired, it’s important to have extra to save for what lies ahead. Saving and preparing for the future doesn’t always require having deep pockets. There are several things that you can do to save for retirement…

A Few Frequently Asked Questions About 401(k) Plans

By Safeguard Investment Advisory Group | April 16, 2015

According to the Investment Company Institute, approximately 52 million Americans actively contributed to a 401(k) plan in 2012. Obviously these retirement plans are one of the most common ways that people plan for their financial futures. Whether you have one or not, it’s important that you understand these plans and the options available to you.…


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