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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There’s a link between debt and stress.
When you’re married and have children, insurance needs will be different.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Couples may be able to head off many of the problems in a marriage that money can cause.
Tips to avoid checking in luggage on your next vacation.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.
For women, retirement strategy is a long race. It’s helpful to know the route.
There are three things to consider before dipping into retirement savings to pay for college.