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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The History of Retirement
Do you know where the idea of “retirement” comes from?
How long does a $20 bill last?
Four vacation destinations you might never have thought of.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Retirees traveling abroad need to know that their health insurance travels with them.
Simple steps may help you foil hackers and protect your privacy.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”