What is the phone number for Lifeguard Financial in Mentor OH?

You can reach them at: 440-942-1936. It’s best to call Lifeguard Financial during business hours.

What is the address for Lifeguard Financial on mentor ave in Mentor?

Lifeguard Financial is located at this address: 7536 Mentor Ave Mentor, OH 44060.

What are Lifeguard Financial(Mentor, OH) store hours?

Lifeguard Financial store hours are as follows: Mon-Sun: 9:00AM - 5:00PM.

Lifeguard Financial on mentor ave, Mentor, OH

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How can you get your retirement plan back on track? Here are 4 ways to do it: https://bit.ly/2YP6C9V KIPLINGER.COM 4 Ways to Get Your Retirement Plan Back on Track | Kiplinger

Thinking about relocating once you retire? https://bit.ly/2FtVatQ FORBES.COM Choosing A Place To Retire? Factor In Climate Change

Strategies to maximize retirement savings through each decade: https://time.com/nextadvisor/investing/retirement/how-to-save-for-retirement/

Why successful entrepreneurs need to be calculated risk takers. https://www.forbes.com/sites/chriscarosa/2020/08/07/why-successful-entrepreneurs-need-to-be-calculated-risk-takers/?ss=retirement#58d8737d2f5b

Beyond estate planning: Risk management through continuity planning. https://www.forbes.com/sites/matthewerskine/2020/07/28/beyond-estate-planning-risk-management-through-continuity-planning/?ss=wealth-management#2196ee322cec

5 ways that small businesses can weather the pandemic. https://www.forbes.com/video/6179866036001/?ss=wealth-management#4553a60542a9 FORBES.COM 5 Ways Small Businesses Can Weather The Pandemic

The Dutch are leading by example. Learn more about their approach to long-term care here: https://bit.ly/2Rwvuz1 FORBES.COM Can The Dutch Example Help Us Improve Long-Term Care And Manage Its Costs? Maybe.

Why do 401(k) plans still make sense? These 4 reasons will explain why: https://bit.ly/2EbHvXG KIPLINGER.COM 4 Reasons 401(k) Plans Still Make Sense | Kiplinger

Putting your needs first @lifeguardfinancial #financialstabilty #retirementplanning #retirement #retiredlife

This is a great read that covers some helpful business planning opportunities. If you have questions about your business plan, give us a call and we might be able to help! https://bit.ly/2FEheBI FORBES.COM Doubling Up CARES Business Stimulus: PPP, NOL, And Other Planning Opportunities

The coronavirus is another reason why a Roth 401(k) may be right for you. https://bit.ly/3iXAc4F KIPLINGER.COM COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth | Kiplinger

Best smart home devices for your money, according to tech experts! https://bit.ly/2E73cIl MONEY.COM The Best Smart Home Devices for Your Money, According to Tech Experts

Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement before you say goodbye to your paycheck. Give us a call at (440) 942-1936 to schedule a complimentary retirement consultation.

Give us a call to discuss your retirement options at 440-942-1936 ! #retirement #retiredlife

Here’s some advice for when you’re working with a Financial Advisor virtually. https://bit.ly/33AmONK KIPLINGER.COM Tips for Working with a Financial Adviser Virtually | Kiplinger

How to use home equity in retirement. 🏠 https://bit.ly/3kn0BJF MSN.COM How to Use Home Equity in Retirement

10 things you need to know about Medicare! https://bit.ly/2RtkAtU MSN.COM 10 Things You Need to Know About Medicare

Stocks making the biggest moves in the premarket. https://cnb.cx/3mulchd CNBC.COM Stocks making the biggest moves in the premarket: Facebook, Tesla, Kansas City Southern, Costco & more

Not all 401(k)s are created equal- Some come with more control than others! https://bit.ly/2RtYqHQ KIPLINGER.COM Not All 401(k)s Are Alike: SDBAs Come with More Control | Kiplinger

7 tips to help you pay off your credit card debt. 💳 https://bit.ly/3c5aEA8 MONEY.COM 7 Tips for Paying off Your Credit Card Debt

Happy Monday from our team at Lifeguard Financial!

These places all sound wonderful! https://bit.ly/2RzJS9L FORBES.COM The Best Places To Retire In 2020

Roth IRAs offer a great way to save for retirement for certain people. Here's what you need to know. https://bit.ly/2HqbWdQ KIPLINGER.COM Roth IRA Contribution Limits for 2020 | Kiplinger

Social Security benefits play an important role in retirement security, and they are being impacted by current events in several ways. https://bit.ly/3onqVGe KIPLINGER.COM What You Need to Know about Social Security in a Pandemic and Recession | Kiplinger

Question: Why didn’t the ghost dance at the Halloween party? Answer: Because he had no BODY to dance with! 😂 We hope everyone got a little laugh from our joke and has a happy Halloween!

Start seeing retirement as a new beginning! https://bit.ly/3hCoBa7 BIT.LY Retirement: The End Or A New Beginning?

If you have discovered you aren’t on track to have the money you’ll need for the retirement you desire, this post is for you! https://bit.ly/35pKXYd MSN.COM 5 ways to rebuild your retirement savings

To the uninitiated, Medicare is an alphabet soup of parts and plans. Do you want your basic Medicare—parts A and B—with a dollop of Part D and a medigap side order of Plan G, or go for all-in-one? https://bit.ly/34nppw0 BIT.LY How to Pick the Right Medicare Plans for You | Kiplinger

Check out our NEW commercial and CALL NOW at 440-942-1936

We are a local financial services firm located in Mentor, OH. Our goal is help you achieve your retirement dreams. Schedule a complimentary retirement consultation with us to find out how you may make your retirement dreams your reality. Call (440) 942-1936 or visit https://bit.ly/3pf9zvG to schedule your appointment.

To all those who have served, and those who continue to serve… Happy Veterans Day!

#womenandinvesting #financialwordsofwisdom

Here’s What Maxing Out Your 401(k) Could Get You In Retirement https://bit.ly/31CWWjZ FORBES.COM Here’s What Maxing Out Your 401(k) Could Get You In Retirement

What You Need To Know About Taxes And Your Retirement https://bit.ly/2TmaprQ BIT.LY What You Need To Know About Taxes And Your Retirement

Here's how the Roth IRA works, what it offers and how it compares to a traditional IRA. https://bit.ly/34ohvCM MSN.COM Roth IRA: How these retirement savings accounts work

Here’s Why You Should Repay Your CARES Act 401(k) Withdrawal Within The Allowable 3-Year Window https://bit.ly/35vGx1Q FORBES.COM Here’s Why You Should Repay Your CARES Act 401(k) Withdrawal Within The Allowable 3-Year Window

Wishing you a happy and festive Thanksgiving with all your family and friends!

How to Deal With Covid-19 Burnout At Work https://bit.ly/2J0tOgf FORBES.COM How To Deal With Covid-19 Burnout At Work

How To Boost Your Retirement Income. https://bit.ly/34ohFKo BIT.LY How To Boost Your Retirement Income

“Whenever I work with someone who is looking to transition into the retirement phase of life, their biggest concern is making sure they don’t run out of money.” https://bit.ly/3pZA4pk BIT.LY Plan For Retirement With These Important Steps

As we approach the latter years of our career, thoughts of what retirement will look like can be a source of mixed emotions. https://bit.ly/2J8Hxlg KIPLINGER.COM 4 Questions That Keep Most Pre-Retirees Awake at Night | Kiplinger

Even in a crisis situation, it is often prudent to keep investing for your future. Here’s how you can decide if and how much to invest for retirement. https://bit.ly/34pSYx8 BIT.LY Seriously, though, how much should I be saving for retirement right now?

The biggest challenge retirees are now facing is how to turn their nest egg into an income solution, experts say: https://bit.ly/31D738m BIT.LY How Can Retirees Living Off Savings Succeed in Today's Low-Yield Environment?

From traveling the world to helping people in need, there are a variety of activities that can give you meaning and joy in retirement. https://bit.ly/2Imus7W KIPLINGER.COM How to Be Happy (Not Bored!) in Retirement – Starting Today | Kiplinger

All we can do is our best to prepare for retirement. https://bit.ly/2V0BD8h BIT.LY 7 Things To Remember When You Feel Like You'll Never Be Able To Retire

The future isn't always predictable, but by taking inventory of your budget and savings as you head back to work, you can be prepared in both the long and short term for whatever may come. https://bit.ly/3fvchsI KIPLINGER.COM Managing Your Money in an Uncertain World | Kiplinger

#Flashbackfriday #retirementplanning #retirement #retirementplan #finance #classic

Have you been tempted to join the wave of folks jumping on the Roth IRA conversion bandwagon? First, check out the pros and cons to see if it makes sense for you. https://bit.ly/376FIO3 BIT.LY Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them | Kiplinger

Have you thought about where your income will come from when you are no longer receiving a regular paycheck? We have retirement income solutions that may be able to help meet your retirement goals. Give us a call at (440) 942-1936 to schedule a complimentary retirement consultation.

Americans of all ages often dream about retirement, but most struggle to actually save for it. https://bit.ly/3fRg7en TIME.COM Retirement Checklist: Maximize Savings Through Every Decade of Your Life

Knowing what to expect in advance can help you prepare for — and adjust to — life in your golden years. https://bit.ly/2JfKksY MSN.COM 8 Surprising Things No One Tells You About Retirement

Before you accept a buyout, do the math to see if you really can afford to retire https://bit.ly/37aOaf9 KIPLINGER.COM Considering Early Retirement? 5 Things to Know | Kiplinger

Getting pet-friendly when you’re in retirement may give you a healthy boost https://bit.ly/3m4boK0 KIPLINGER.COM The Ways Pets Improve Our Retirement Well-Being | Kiplinger

Happy Holidays! We hope everyone has a lovely day spent with family and friends.

These important time management techniques will help destress your life as you get busier in your retirement years https://bit.ly/3m6UMB2 KIPLINGER.COM 9 Tips for Better Time Management in Retirement | Kiplinger

So perhaps more than any other financial decision you’ll make, reaching personal retirement goals takes diligence, preparation, planning for the “what if’s” and lots of willpower. https://bit.ly/2JbDk0e MSN.COM How to determine your retirement goals

Knowing what to expect in advance can help you prepare for — and adjust to — life in your golden years. https://bit.ly/2JfKksY MSN.COM 8 Surprising Things No One Tells You About Retirement

Before you accept a buyout, do the math to see if you really can afford to retire https://bit.ly/37aOaf9 KIPLINGER.COM Considering Early Retirement? 5 Things to Know | Kiplinger

Happy New Year! We hope everyone has an amazing year in 2021!

It’s never too early to start considering your retirement, and there can be ways to save even if you’re facing financial challenges, like debt. https://bit.ly/3m96WKe TIME.COM This Basic Investment Decision Can Have a Big Impact On Your Retirement

There are all sorts of places you can save money for retirement if you don’t have a 401(k) or other workplace retirement plan: savings accounts, brokerage accounts, money under your mattress. However, few can compare with an individual retirement account. https://bit.ly/2J91Jn9 MSN.COM 7 Secret Perks of Individual Retirement Accounts

Getting pet-friendly when you’re in retirement may give you a healthy boost https://bit.ly/3m4boK0 KIPLINGER.COM The Ways Pets Improve Our Retirement Well-Being | Kiplinger

Happy Holidays! We hope everyone has a lovely day spent with family and friends.

There are things investors can do now to gain more control over their finances and prepare for what might come next. https://bit.ly/2K7qmRX KIPLINGER.COM 3 Steps You Can Take Now to Gain Control of Your Retirement | Kiplinger

Having the proper “retirement mindset” could be the difference between uncertainty and worry as we age vs. having that feeling of freedom to create new and exciting memories during our golden years. https://www.kiplinger.com/retirement/601847/is-your-mindset-right-for-an-amazing-retirement KIPLINGER.COM Is Your Mindset Right for an Amazing Retirement? | Kiplinger

Having the proper “retirement mindset” could be the difference between uncertainty and worry as we age vs. having that feeling of freedom to create new and exciting memories during our golden years. https://bit.ly/3oziQO6 KIPLINGER.COM Is Your Mindset Right for an Amazing Retirement? | Kiplinger

Happy New Year! We hope everyone has an amazing year in 2021!

No matter what stage of life you’re in, it’s never too late — or too early — to make sound financial decisions. https://bit.ly/2WpJRHV BIT.LY Best Tips for Saving for Retirement — at Any Age

Whether you are newly retired or have spent years in retirement, a financial checkup can help you enjoy your senior years more comfortably. https://bit.ly/34oFaT3 BIT.LY 4 Year-End Moves to Help Retirees Breathe Easy in 2021

We found some of the best affordable places to retire in the U.S. https://bit.ly/34puHa6 BIT.LY The Best Places to Retire If You Can’t Save $1 Million

Having the proper “retirement mindset” could be the difference between uncertainty and worry as we age vs. having that feeling of freedom to create new and exciting memories during our golden years. https://bit.ly/3oziQO6 KIPLINGER.COM Is Your Mindset Right for an Amazing Retirement? | Kiplinger

Here are a few ways you may be sabotaging your retirement without even realizing it. https://bit.ly/3p28vKU MSN.COM 3 Things You're Doing to Sabotage Your Retirement

Here is a look at several competing priorities you need to balance for a solid retirement investment plan. https://bit.ly/3gXKwtD BIT.LY 6 Competing Retirement Investing Goals and How to Balance Them

When it comes to your retirement, you want to know you’re getting real ideas and real strategies from someone who cares about your real goals. If you’re ready to get real, visit https://bit.ly/2XyRoEO and start a conversation about your retirement goals today.

We found some of the best affordable places to retire in the U.S. https://bit.ly/34puHa6 BIT.LY The Best Places to Retire If You Can’t Save $1 Million

Whether or not your retirement plans are looking secure, the new year is a great time to review where you stand. https://bit.ly/3pAzJZd FORBES.COM Top 10 Retirement Tips For 2021

Be aware of these common financial blunders — some that many people make well before retirement age, and others that happen after they leave the workforce — and take action to avoid them. https://bit.ly/3nWfrZQ MSN.COM 8 Mistakes That Can Sabotage Your Retirement

Here are a few ways you may be sabotaging your retirement without even realizing it. https://bit.ly/3p28vKU MSN.COM 3 Things You're Doing to Sabotage Your Retirement

Here is a look at several competing priorities you need to balance for a solid retirement investment plan. https://bit.ly/3gXKwtD BIT.LY 6 Competing Retirement Investing Goals and How to Balance Them

Before you make the big move, consider these 12 tips for how to retire abroad. https://bit.ly/3myuCqF MSN.COM 12 Tips for a Great Overseas Retirement

Saving for retirement is tough, and nobody has all the right answers. Everyone is bound to make mistakes sooner or later -- but the most important thing is to learn from those blunders and move on. https://bit.ly/2WTYdQP MSN.COM Saving for Retirement? You Could Be Losing Money Without Realizing It

Here are some brilliant tips and tricks to get the most out of your retirement savings. https://bit.ly/380rhwI MSN.COM Ways to make your retirement savings stretch further

Whether or not your retirement plans are looking secure, the new year is a great time to review where you stand. https://bit.ly/3pAzJZd FORBES.COM Top 10 Retirement Tips For 2021

Q. Are There Any Hazards When Inheriting an IRA, 401(k) or 403(b)? A. It’s easy to be distracted when a loved one dies. Surviving spouses have some leeway, but non-spouse heirs (children, relatives, friends) must be careful? Make a mistake and you can trigger a large federal & state tax bill. It must be included as income in the year your inherit it. If you are a surviving spouse, you can treat it as your own by designating yourself as the owner. You cannot rollover an inherited IRA into your qualified retirement plan. Some traps to avoid: not taking the required minimum distribution (RMD) after 72 on a spousal inherited IRA. The penalty is 50% of the amount that should have been withdrawn.. No withdrawals or RMD’s are required on Roth IRA’s – they’re tax-free. Another mistake: if you are a non-spouse beneficiary, do not roll the inherited IRA, 401(k) or 403(b) into yours. A separate account must be setup with a title that includes the descendant’s name and set it up as a beneficiary account. The funds must be withdrawn within ten years as the Stretch IRA has been eliminated. Be sure to name successor beneficiaries. If a trust is a beneficiary, send a copy to the IRA, 401(k), 403(b) custodian. Consult a retirement planning expert to avoid making costly mistakes. #IRAs #inheritingIRAs # #401K #403B

You’re closing in on retirement, but you’re not there yet. Are you on track? Will you be ready? We are here to help you feel confident in your journey. Contact our office today! https://www.kiplinger.com/retirement/601972/turning-60-checklist-10-key-retirement-questions-to-ask

#financialwordsofwisdom with Anthony Newman president of @lifeguardfinancial Call 440-942-1936 for your free assessment! #retirement #retirementplanning #retirementgoals #retirementlife #retireearly

Even the most diligent savers can encounter obstacles on the road to retirement, but the past few months have delivered unprecedented hazards. We’ll help you come up with a recovery plan. https://www.kiplinger.com/retirement/retirement-planning/601932/get-your-retirement-back-on-course

To be prepared for retirement, you need to have a firm idea of your spending needs. Here are some different methods to make sure you’re on track. https://www.kiplinger.com/retirement/601998/5-ways-to-track-your-budget-in-the-years-before-you-retire

Before you make the big move, consider these 12 tips for how to retire abroad. https://bit.ly/3myuCqF MSN.COM 12 Tips for a Great Overseas Retirement

Thinking about an early retirement? Below are eight simple strategies to help you do just that. https://www.forbes.com/sites/jrose/2021/01/04/8-simple-strategies-to-retire-early-for-2021/?sh=bb0a8c63c8e3

The Social Security rules and choices are complicated, so it’s understandable people have trouble optimizing their benefits. Let us help you get through the complications. https://www.forbes.com/sites/bobcarlson/2021/01/05/7-common-and-costly-social-security-mistakes/?sh=57b041db4dd2

#financialwordsofwisdom with Anthony Newman president of @lifeguardfinancial Call 440-942-1936 for your free assessment! #retirement #retirementplanning #retirementgoals #retirementlife #retireearly

Let’s retire the word retirement, which conjures images of rocking chairs and sunsets. Today, it’s all about achieving “vocational freedom,” a place where work is optional and life is an adventure. https://www.kiplinger.com/retirement/601915/its-time-to-change-how-we-talk-about-retirement-starting-with-the-word-itself

Preparing for retirement doesn’t have to be difficult or complex. Even if you don’t have a detailed plan for retirement in place, taking small steps now can make a big difference as you approach retirement. https://money.usnews.com/money/retirement/401ks/articles/steps-to-take-when-preparing-for-retirement MONEY.USNEWS.COM 20 Steps to Take When Preparing for Retirement

Happy Valentine’s Day! We hope you are able to enjoy it with someone special in your life.

Each person’s situation is unique and there is no ‘one size fits all’ retirement strategy. But knowing yourself and your emotions can help make a positive difference in the success of your retirement plan. https://www.forbes.com/sites/markavallone/2021/12/29/3-questions-to-ask-yourself-before-you-retire/?sh=6b7c70c31f87

Want the best chance for the longest life? https://money.com/best-place-to-live-longest-life-2020/

Even in a crisis situation, it is often prudent to keep investing for your future. Here’s how you can decide if and how much to invest for retirement. https://time.com/nextadvisor/investing/retirement/how-much-to-save-for-retirement/

The journey to retirement is full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://bit.ly/3ba00bk to begin the discussion about your retirement journey today.

Happy Valentine’s Day! We hope you are able to enjoy it with someone special in your life.

Here is how to spot and crush those hidden fees in your investments. https://www.kiplinger.com/retirement/retirement-planning/602043/how-to-spot-and-squash-nasty-fees-that-hide-in-your

For new retirees—especially those on a fixed income—it's more important than ever to take full advantage of every tax break available. https://www.kiplinger.com/slideshow/retirement/t054-s001-most-overlooked-tax-breaks-deductions-for-retirees/index.html

It pays to know a little bit about how 401(k)s work and what you can do to maximize your returns. https://money.com/401k-and-401k-rollover/

CALL Lifeguard Financial NOW at 440-942-1936 for your free consultation. #retirement #retirementplanning #FinancialFreedom YOUTUBE.COM Lifeguard Financial Commercial

Does your ideal retirement include hours at the beach, challenging hikes, or something else? Here are 10 of the best places to retire in America. https://money.com/best-places-to-retire-2020/

Want the best chance for the longest life? https://money.com/best-place-to-live-longest-life-2020/

To help those about to retire, here are five things they may need to have in place before doing so. https://bit.ly/3jtrufV BIT.LY Bitly | Forbidden | 403

There were a lot of tax changes for the 2020 tax year. Get familiar with them now before you file your 2020 tax return. https://bit.ly/30yZOwQ BIT.LY Tax Changes and Key Amounts for the 2020 Tax Year | Kiplinger

When you’re planning for retirement, it’s fun to contemplate all the travel and rounds of golf ahead of you, but don’t forget about the taxes. https://bit.ly/3a7d7uL KIPLINGER.COM How 10 Types of Retirement Income Get Taxed | Kiplinger

Here is how to spot and crush those hidden fees in your investments. https://www.kiplinger.com/retirement/retirement-planning/602043/how-to-spot-and-squash-nasty-fees-that-hide-in-your

It pays to know a little bit about how 401(k)s work and what you can do to maximize your returns. https://money.com/401k-and-401k-rollover/

You may need to save more for a longer life and health-care costs for retirement. How you approach this may be best augmented by a number of tools: https://bit.ly/2NvGfDr FORBES.COM Why You Need To Review These 5 Retirement Risks

To make the most of a traditional IRA, here are 10 things you must know. https://bit.ly/3pXZouG KIPLINGER.COM Traditional IRA Basics: 10 Things You Must Know | Kiplinger

To help those about to retire, here are five things they may need to have in place before doing so. https://bit.ly/3jtrufV BIT.LY Bitly | Forbidden | 403

Here is how to spot and crush those hidden fees in your investments. https://www.kiplinger.com/retirement/retirement-planning/602043/how-to-spot-and-squash-nasty-fees-that-hide-in-your

Happy St. Patrick’s Day!

Retirement isn’t about finding a magic solution. It’s about making a series of appropriate decisions at appropriate times. One decision can get you started: Giving us a call at (440) 942-1936.

People often worry about how much they should save for retirement and whether they’ll run out of money in retirement. Yet, they overlook a key source of retirement income and how much it is worth to them. https://bit.ly/2P3ALzY FORBES.COM You’re Probably Richer At Retirement Than You Realize

To make the most of a traditional IRA, here are 10 things you must know. https://bit.ly/3pXZouG KIPLINGER.COM Traditional IRA Basics: 10 Things You Must Know | Kiplinger

To help those about to retire, here are five things they may need to have in place before doing so. https://bit.ly/3jtrufV BIT.LY Bitly | Forbidden | 403

Whatever your needs may be, creating a retirement income plan is an important part of feeling secure in retirement. https://bit.ly/2PdNZKL KIPLINGER.COM How to Address Retirees’ No. 1 Concern | Kiplinger

It is now officially Spring! What do you enjoy most about it?

Avoid these common mistakes to enjoy all that your retirement can offer! https://bit.ly/3pX0ved KIPLINGER.COM Avoid These 4 Common but COSTLY Retirement Income Mistakes | Kiplinger

Happy St. Patrick’s Day!

Retirement isn’t about finding a magic solution. It’s about making a series of appropriate decisions at appropriate times. One decision can get you started: Giving us a call at (440) 942-1936.

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