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.
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Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.