At Garrett Michael Financial, we work with clients in many different stages of their lives; Accumulation, Risk Management, and Income Distribution. We utilize an investment approach that underlines risk-managed portfolios to help investors meet their unique financial goals. Our goal is to make sure our clients understand their investment choices by placing their wealth and well-being above all else.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn when it may not make sense to file a claim on your home insurance.
Do you have an estate strategy? You should.
There are common mistakes you can avoid when saving for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
All about how missing the best market days (or the worst!) might affect your portfolio.