Estate Planning

All About Homeowners Insurance

By Safeguard Investment | June 28, 2019 | 0

According to Zurich North America’s chief claims officer, natural hazards are more common and more damaging than in the past. The time to act and reduce future risk is now, particularly when it comes to nationwide infrastructure. For example, U.S. roads and bridges were simply not built for the severity and frequency of storms and…

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Taking Your Best Shot at House Hunting

By Safeguard Investment Advisory Group | May 17, 2016

It’s that time of year again. Homeowners have been painting, repairing, trimming and planting in an effort to get their properties ready for the spring real estate selling season. It’s an annual ritual that, according to those in the industry, hasn’t created enough volume in recent years. Perhaps this year we’re poised for a change.…

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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…

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