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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Tips to avoid checking in luggage on your next vacation.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Why have the markets been so volatile recently?
Good employee health can be great for the company’s bottom line.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
Do you know these three personal finance sayings?
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.