Understanding Today's Financial Environment
Welcome to Strategic Wealth Advisors Group, an independent practice in Carlsbad, Ca. We understand that individuals face unique challenges as they prepare for retirement. Welcome to objectivity, transparency & vigilance. With depth, focus, and a big-picture perspective, we help you manage your investments. Our expert team helps you keep your wealth growing and guarded—today, tomorrow, and onto the next generation.
We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Our independence lets us choose from a wide array of investment options—and they’re selected because we believe they're right for you.Learn More
We believe fees and taxes are among the most detrimental influences on wealth accumulation.Learn More
We partner with you to responsibly, creatively, and efficiently build your wealth.Learn More
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How Income Taxes Work
A quick look at how federal income taxes work.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What can be learned from the savings rate?
Knowing the rules may help you decide when to start benefits.
Being healthy not only makes you feel good, it may also help you financially.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.