Reid Abedeen
Partner, Safeguard Investment Advisory Group, LLC
Reid Abedeen is the managing partner at Safeguard Investment Advisory Group, LLC. He holds California Life-Only and Accident and Health licenses (#0C78700), has passed the Series 65 exam and is an Investment Adviser Representative registered through the Financial Industry Regulatory Authority.
Will Our ‘Tax Party’ Soon Be Over? If So, What Happens Next?
tax planning
Will Our ‘Tax Party’ Soon Be Over? If So, What Happens Next?
Higher taxes could be on the way, sooner rather than later. So anyone worried that their estates or their retirement savings could take a big hit shou…
November 17, 2021
Even in Good Times, a ‘Silent Stalker’ Can Raid Your Retirement Plan
long term care insurance
Even in Good Times, a ‘Silent Stalker’ Can Raid Your Retirement Plan
Chances are you or your spouse will need long-term care at some point … and it isn’t cheap. A look at the options reveals one interesting possibility:…
July 14, 2020
How Risk Profiling Can Help Score a More Secure Retirement
investing
How Risk Profiling Can Help Score a More Secure Retirement
Based on the work of a Nobel laureate, determining your personal risk number can help pinpoint a sweet spot for the level of risk that's appropriate f…
November 5, 2019
How to Buy Out Your Retirement ‘Business Partner’ – with a Roth Conversion
taxes
How to Buy Out Your Retirement ‘Business Partner’ – with a Roth Conversion
Converting a traditional IRA to a Roth IRA amps up the control you have over your income in retirement. And with tax rates at their lowest in years, y…
May 10, 2019
Do You See a Market Cliff Approaching? Make the Right Turns Now
investing
Do You See a Market Cliff Approaching? Make the Right Turns Now
If you've been nervous about the stock market lately, you're not alone. However, don't let your nerves lead you to do something you'll regret. How you…
March 16, 2018
Should YOU Hate Annuities?
annuities
Should YOU Hate Annuities?
They can be expensive, confusing and limiting (but one might work in your plan).
April 19, 2017
5 Steps to Take Right Now for a Financially Strong 2017
investing
5 Steps to Take Right Now for a Financially Strong 2017
This is the year to raise your financial game by taking a proactive approach and making sure that all the parts of your plan are working together.
January 23, 2017
Watch Out for Hidden Investing Fees and Commissions
investing
Watch Out for Hidden Investing Fees and Commissions
An investment analysis can help ensure you're not losing money to unnecessary costs in your portfolio.
November 22, 2016
Make Sure Your Financial Adviser Is a Fiduciary
Financial Planning
Make Sure Your Financial Adviser Is a Fiduciary
By law, these pros must put your interests ahead of their own. Isn't that what you want?
July 11, 2016