Lifeguard Financial

10/16/2026

Giving back is personal, and the way you give can be part of your larger financial picture.

Before year-end, take some time to consider the organizations and causes that matter most to you and whether your charitable giving still aligns with your financial and legacy goals. To get in touch, visit our website today at https://lifeguardfinancial.com/.

10/14/2026

Dreaming of a comfortable retirement? A financial advisor can help pave the way. Let's start building your future today. https://www.lifeguardfinancial.com/

10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at 440-942-1936.

10/07/2026

No one cares more about your money than Lifeguard Financial. Contact our office today at 440-942-1936.

10/05/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

10/01/2026

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.

Starting your year-end review early gives you time to ask questions, explore your options, and determine which strategies may make sense for your goals. To get started, contact our office today at 440-942-1936.

09/30/2026

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

09/28/2026

We take pride in our tailored approach to financial planning, striving to ensure you're on the right path. For a personalized strategy, get in touch with us! 440-942-1936.

09/25/2026

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.