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HomeAuthorsEdward Sota

Articles by Edward Sota

About Edward Sota
Edward Sota is a partner at Safeguard Investment Advisory Group, LLC (www.safeguardinvestment.com), where he is able to financially empower families. He holds California Life-Only and Accident and Health licenses (#0C16747), and holds a Series 65 license, and is registered through the Financial Industry Regulatory Authority (FINRA).
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Myth Busting the Financial Planning ‘Rules of Thumb’

September 21, 2018 Edward Sota Comments Off on Myth Busting the Financial Planning ‘Rules of Thumb’

We hear a lot about financial planning “rules of thumb,” such as the 4-percent withdrawal rule, the 80 percent of pre-retirement income rule, the rule of 100 and many others. It’s important to have a […]

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