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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Around the country, attitudes about retirement are shifting.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Here's a breakdown of how the federal government spends your tax money.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
What’s the deal with your yearly free credit report?
Do your insurance needs stay the same when the nest empties?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how to set up your financial goals for success? This knight does.
Here’s a quick guide to checking to see if you have unclaimed money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Make your retirement as exciting as your next vacation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”