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    Helpful Articles

    Millennials, Stop Doubting Your Investment Choices

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    The most wonderful time of the year can sometimes bring holiday fear. Scammers are changing their tactics with the hopes of stealing your personal information. Financial professional Brad Zucker talked with KVVU about common holiday scams and offered tips to stay ahead of the Grinch.

    Holiday Scams:

    1. Seasonal Job Scams
    2. Gift Card Scams
    3. Fake Charities
    Click here for a list of charities eligible to receive tax-deductible contributions.
    Click here to see how charities will use your donation.

    Prevention Tips:
    1. Review Statements
    2. Protect Your Information
    3. Do Your Homework
    Click here to check a business with the Better Business Bureau.

    Keep Your Retirement Dreams From Going Up In Smoke. - 9/19/2013

    Recent Articles by Brad Zucker

    Check out Brad's appearances in Fox Business.

    How To Overcome a Costly Financial 'Oops' - 04/13/2013

    Check out Brad's appearances in The Henderson Press.

    Social Security - Five Things You Should Know - 10/11/2013

    Stock Markets: get in or get out? - 07/24/2013

    Financial resolutions for 2013 can create healthier future - 01/10/2013

    Check out Brad's appearances in the USA Today.

    Don't let retirement stress marriage: Plan to be busy

    Check out Brad's appearances in the Las Vegas Review Journal.

    Not Just For a Rainy Day - 08/26/2012

    With Uncertain Market, Planning is Key - 06/23/2014

    How work affects your social security benefits - 10/06/2014

    Peace of mind in retirement - 10/13/2014

    The need for retirement planning - 10/20/2014

    Exploring capital gains - 12/08/2014

    Watch out for Wall Street's curveball - 12/15/2014

    Check out Brad's appearance in LifeHealthPro, the web version of Senior Market Advisor magazine.

    Take Pension Benefits to the Max

    >>Click here for more articles!

    Enjoy Retirement Get the 2012 Dalbar Report summarizing investor behavior. Is your investor getting the results you expect?

    Enjoy Retirement Our services are geared to help you reach your retirement goals in life.

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    Las Vegas Chamber of Commerce NAIFA Member

    Safe Money Advisors, Inc.
    An independent financial advisory firm in Las Vegas, NV

    Website Download:
    A warning as you get ready to file your taxes: scammers may have their sights set on your refund! Financial professional Brad Zucker talked with KVVU about the steps filers should take to protect their refund and their identity.

    1. File Early
    2. Watch for Red Flags
    3. Be Secure
    4. Adjust Your Withholding

    Click here for the new IRS Withholding Tables
    Click here to report a suspicious email to the IRS.
    Click here if you believe you are a victim of Tax ID Theft.

    Check out Brad in the News!
    Watch a sample of Brad's television appearances by clicking the videos below:



    To see the full videos of Brad's television appearances, go to our Retirement News page or just click here.


    In just the last decade, we’ve witnessed rampant market swings from bull markets to bear markets and back again. If there’s one lesson that’s been reinforced, it’s that you need a plan designed to weather any type of market or economic environment.

    These days, thanks to new prescription drugs and medical technology, people are living longer than ever before. However, one drawback to a longer life is the greater possibility of outliving your savings - creating all the more reason to develop a strategic plan that continues to work for you no matter what the market environment.

    • Are you aware of hidden risks your current investments may have?
    • Have you been told about time-tested ways to increase income and avoid running out of money?
    • Do you know how to use funds from your IRA to leave a Tax-Free legacy to your spouse, children or grandchildren?
    • Are you making critical mistakes with your IRA beneficiary designations?
    • Should you name a trust as a beneficiary? When and why?
    • Do you know what a stretch IRA is and how it would benefit your heirs?
    • Have you shielded assets from catastrophic medical and nursing home expenses?
    • Could you be tripling the value of your IRA to your beneficiaries?
    If these questions and more are on your mind, you should be consulting with Brad Zucker of Safe Money Advisors, Inc.

    To schedule a time to discuss your financial future, contact us today!