Safeguard Financial

An independent financial services firm that's helping protect and grow our clients' assets...

IRA Rollover

You are no longer with that company... why is your retirement account still there??

Let us help you choose a strategy that aligns with your retirement goals.

Call us today for a free consultation.

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

safeguardyourfinances.com

Loan Payoff

💰💰Loan Payoff Calculator💰💰

What’s the True Cost of the Loan You Are Considering?

Borrowing money can be an expensive proposition. Even at relatively low interest rates, you may be surprised at the amount of interest you pay over the life of a loan. This calculator is designed to help you estimate the true cost of that loan you may be considering.

http://www.safeguardyourfinances.com/learning_center/calculators/loan_payoff

safeguardyourfinances.com How much will it cost to pay off a loan over its lifetime?

safeguardyourfinances.com

Competing Goals: Pay Off Student Loans or Save for Retirement?

Competing Goals: Pay Off Student Loans or Save for Retirement?
Many college graduates face a tough decision early in their working lives: pay off student loans or save for retirement. It’s a financial tug of war between digging out from debt today and saving for tomorrow, both of which are very important goals.

Visit our website article to read more...
http://www.safeguardyourfinances.com/Competing-Goals-Pay-Off-Student-Loans-or-Save-for-Retirement.c9086.htm

safeguardyourfinances.com Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

safeguardyourfinances.com

Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage

Life Insurance Strategies: Three Reasons Empty Nesters May Want Permanent Coverage
Parents with young children might worry about whether they have enough life insurance to take care of their family’s financial needs if they should pass away. But as their children grow into self-supporting adults, they might start to consider whether they still need life insurance at all.

Discussing your life insurance needs is a simple process at Safeguard Financial. Give us a call to ensure your policy best meets your needs in your current stage of life: (920) 730-8808.

safeguardyourfinances.com As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.

Safeguard Financial is a proud supporter of Appleton North Football.

⚡️🏈 Have a great season Lightning!! 🏈⚡️

biznews.com

Retire at 55 and live to 80; work till you're 65 and die at 67. Startling new data shows how work pounds older bodies. - BizNews.com

Retire at 55 and live to 80; work till you’re 65 and die at 67. Startling new data shows how work pounds older bodies.
An interesting read!

biznews.com Here’s a very sobering piece from Alec Riddle who looks at the relationship between how long you work and how long you’re likely to enjoy your retirement.

Eric Harthun is proud to announce his 4th year as a Timber Rattler corporate sponsor. Hope to see you at the games and keep an eye out for the Safeguard Financial, "Safe Play at First Base!"

It was a great year partnering with the Timber Rattlers. Last night my son Gabe and I were able to take part in a special evening there with Green Bay Packer Mike Pennel. Mike and Gabe both play the same position on their football teams. Thanks for the great evening Timber Rattlers and hosts Dental Associates. It was an night my son and I won't soon forget.

www.safeguardyourfinances.com

SAFEGUARD FINANCIAL Eric M. Harthun - A New Chapter for Retirement : Article: A New Chapter for...

"Change is the law of life. And those who look only to the past or present are certain to miss the future." -JFK
This is certainly true about preparing for retirement.

www.safeguardyourfinances.com This Web site is designed to help our clients achieve their financial goals through a long term relationship with a trusted knowledgable advisor.

Enjoying a private tour of the Timber Rattler Stadium and locker rooms during corporate sponsor appreciation day!

Fun night at the Wisconsin Timber Rattler game. Cheering on the team and watching for Safeguard's "Safe Play" at First!!

www.safeguardyourfinances.com

HOT TOPIC: New Consumer Credit Protections

Know your number! Great information concerning your credit score and actions you can take to make sure it's the best it can be.

www.safeguardyourfinances.com Why your credit score matters and how recent changes could help you manage and potentially improve your credit.

www.safeguardyourfinances.com

Net Worth

What Is Your Current Net Worth?

Determining your net worth can help you develop a clearer picture of your financial situation. One important tool is a balance sheet, which summarizes your assets and liabilities and reveals your net worth. This calculator was designed to help you get a handle on your current financial situation.

www.safeguardyourfinances.com A balance sheet summarizes your assets and liabilities and reveals your net worth.

Spring has arrived! Safeguard Financial is pleased to partner with the Timber Rattlers for the 2015 season. Be sure to watch for a Safeguard Financial "SAFE PLAY" at first base. For every Timber Rattler "SAFE PLAY", one lucky fan's seat number will be drawn to receive a hot dog and soda voucher, compliments of Safeguard Financial.

safeguardyourfinances.com

Mortgage Acceleration

How Soon Could You Pay Off Your Mortgage?
Paying just a little extra on your mortgage each month can have a dramatic effect on the time it takes you to pay off your mortgage and the amount of interest you pay over the life of the loan. This calculator is designed to show you how much time and money — over the life of the loan — you could save by paying an additional amount in your mortgage payment each month.

safeguardyourfinances.com This calculator can help you determine how soon you can pay off your mortgage.

safeguardyourfinances.com

Catch Up for a More Comfortable Retirement

Seven out of 10 workers aged 50 and older are confident that they will have enough money to cover basic expenses in retirement. When it comes to the prospect of living comfortably in retirement, however, the percentage expressing confidence drops to 53% — and only 14% are “very confident.”

safeguardyourfinances.com Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

safeguardyourfinances.com

Savings Goals

safeguardyourfinances.com How much do you need to save each year to meet your long-term financial goals?

safeguardyourfinances.com

Cleaning Up Your Financial Records...

Spring Cleaning? Your financial records could use a clean up as well. Use this as a guide to organize your records and make it easier to find items when you need them. This is also the time to review your beneficiaries; an easy activity that could save you hassles in the future.

safeguardyourfinances.com This Web site is designed to help our clients achieve their financial goals through a long term relationship with a trusted knowledgable advisor.

Safeguard Financial's cover photo

usatoday.com

20 ways Americans are blowing their money

Making subtle changes to your spending habits can have a huge impact on how much money you waste and ultimately having better financial security down the road.

usatoday.com Credit cards, gambling, ATM fees...

Do you have questions about your 401k rollover? Establishing a retirement income? Preserving your assets? Life insurance?

Let Safeguard Financial spell it out for you.

usatoday.com

Retirement: 7 scams retirees too often fall for

In a recent survey, it was estimated that $2.6 BILLION is lost each year in financial scams aimed at seniors and retirees.

usatoday.com A recent MetLife survey estimated that $2.6 billion is lost each year in financial scams aimed at seniors and retirees

safeguardyourfinances.com

Overcoming Retirement Challenges

The future is always uncertain, and as the saying goes, “Life happens.” It would be wise to prepare for the unexpected and react logically rather than emotionally when faced with retirement challenges. Here are some obstacles you might need to overcome.

safeguardyourfinances.com Here are four common obstacles to saving for retirement with suggestions on how to get back on track.

safeguardyourfinances.com

Insurance to Leave a Legacy

Many people purchase term life insurance to help protect their families when their children are young and dependent on them for support. By definition, term policies have ending dates, and it’s not unusual to allow a term policy to lapse without obtaining replacement coverage after children leave home and can support themselves.

safeguardyourfinances.com A survivorship life insurance policy could provide benefits at a lower cost than individual life insurance.

VIDEO: Protecting your Dependents with Life Insurance

We are happy to run your life insurance policy through a thorough Performance Evaluation. We have partnered with a trusted third party to help analyze our clients' life insurance portfolios. This review delves into a number of critical areas including carrier financial stability, policy ownership and policy performance. The evaluation then presents recommendations for existing policy modifications and where appropriate, alternatives to reduce cash outlay, enhance benefits and extended guarantees. This service is free of charge and one we are happy to do to give you peace of mind.

safeguardyourfinances.com

safeguardyourfinances.com

Moving On and Rolling Over

MOVING ON AND ROLLING OVER... You are no longer at that company, why is your 401k still there?

safeguardyourfinances.com Transitioning workers must decide what to do with savings accumulated in their employer-sponsored retirement plans.

safeguardyourfinances.com

SAFEGUARD FINANCIAL Calculator: College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

safeguardyourfinances.com This Web site is designed to help our clients achieve their financial goals through a long term relationship with a trusted knowledgable advisor.

[01/03/13]   From our family to yours we wish you a safe, healthy and happy new year!

Have Safeguard Financial help light the way on your financial road. Season's Greetings!

safeguardyourfinances.com

More Affordable than You Might Think

http://www.safeguardyourfinances.com/More-Affordable-than-You-Might-Think.c4019.htm

safeguardyourfinances.com The appropriate amount of life insurance coverage to help provide for loved ones is an important consideration.

[09/10/12]   Did you get your Green Bay Packer/ WI Badger schedule from Safguard Financial? If you didn't and would like to be on our mailing list, just message your mailing address and we'll send one out! Now that The Pack has one loss out of the way, they can get serious about having a winning season!

safeguardyourfinances.com

Mortgage Acceleration Calculator

MORTGAGE ACCELERATION: How soon can you pay off your mortgage?
Paying just a little extra on your mortgage each month can have a dramatic effect on the time it takes you to pay off your mortgage and the amount of interest you pay over the life of the loan. Adding $100 to $200 per month to your usual payment can take years off the length of your loan and save you tens of thousands of dollars in interest. This calculator is designed to show you how much time — over the life of the loan — and money you can save by paying an additional amount in your mortgage payment each month.

safeguardyourfinances.com

safeguardyourfinances.com

Financial IQ Test

What is your financial IQ? Take this 8-question quiz to find out! If you don’t like the results, try again. You will be asked a different set of questions.

safeguardyourfinances.com

Keep an eye out for us in today's Appleton Post-Crescent

foxvalleyaires.com

Fox Valleyaires

It's that time of year again! Saturday, April 14th at Xavier Fine Arts Theatre the Fox Valleyaires Men's Barbershop will perform their 68th Annual Show. Click on the link to get more information and tickets to "A Pirates Life." Safeguard Financial is proud to once again be a benefactor for the show.

foxvalleyaires.com Welcome to the Fox Valley and the harmonious sounds of the Fox Valleyaires Men’s Barbershop Chorus! We are so glad you stopped by, and we hope you are able to enjoy one of our performances some time soon.

safeguardyourfinances.com

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

safeguardyourfinances.com

Do you have questions about life insurance? Rolling over an old 401k? Establishing a retirement income? Let Safeguard Financial help spell it out for you.

safeguardyourfinances.com

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

safeguardyourfinances.com

Using Safeguard Financial as a financial resource is always a bright idea...

safeguardyourfinances.com

Lifetime Earnings : Calculator

How much will you earn during your career? Would it surprise you to learn that you may earn a million dollars or more over the course of your working career? Consider this. If you were to earn $50,000 now and plan to work for 20 more years, you would earn more than $1.4 million during your career. This calculator is designed to help you attach a dollar figure to your life’s work.

safeguardyourfinances.com

Tax Library : SAFEGUARD FINANCIAL

Welcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. You'll find Federal Tax Forms, Publications, 2012 Tax Calendar, TaxWise Strategies and more. These links are a great tool to use in the approaching tax time.

safeguardyourfinances.com

safeguardyourfinances.com

To Roll or Not to Roll: It's Your Choice

To Roll or Not to Roll: It’s Your Choice. Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer’s. Read about the pros and cons of rolling over retirement plan assets to an IRA.

safeguardyourfinances.com

[12/23/11]   We wish all our friends and clients a safe and happy holiday season.

We think our clients are the best! Thanks for six years in a row of your support, and once again voting us one of the Best Financial Planning Companies in the Fox Valley.

safeguardyourfinances.com

Bring Your Life Insurance Home From Work

September is Life Insurance Awareness Month...is your family protected if something were to happen to you tomorrow? A quote is quick and free, contact Safeguard Financial if you'd like us to help you out.

safeguardyourfinances.com

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Location

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3701 E Evergreen Dr Ste 200
Appleton, WI
54913
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