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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Your credit score may influence how much you pay for auto and home insurance.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Beware of these traps that could upend your retirement.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are Real Estate Investment Trusts right for your portfolio?
Recent changes in estate tax laws could affect the strategy you have in place.
Here are five facts about Social Security that might surprise you.