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.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
9 Facts About Social Security
There are things about Social Security that might surprise you.
When considering life insurance, it's important to understand your options.
At what point can you call a personal vehicle commercial?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Second marriages are a trigger event to revisit any existing estate strategies.
Good employee health can be great for the company’s bottom line.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Recent changes in estate tax laws could affect the strategy you have in place.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.