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Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At SageGuard Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

We have answers to the questions you have on the recent Social Security changes! View the video below to learn more.

 

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Helpful Content

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

 

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Business Owner’s Guide to the New Normal

What’s your most pressing priority right now? This interactive guide will walk you through the process of assessing your business priorities and provide actionable insights to bring them to fruition. You can also take the self-assessment to help you get started on planning your next steps.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Don’t Get Trapped by These Retirement Myths

Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Why, What and How of Life Insurance

The Why, What and How of Life Insurance

Don't Myth Out on Whole Life

There are a lot of myths around whole life. Get the facts here.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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