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 market is as unpredictable as the weather. We'd love to help you prepare.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
An inside look at how marginal income tax brackets work.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding how a stock works is key to understanding your investments.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a crash course on saving for college.
Learn about the importance of having an estate strategy in this helpful and informative video.
This video discusses issues related to your retirement accounts when you move on from your job.
What does your home really cost?
Do you know how to set up your financial goals for success? This knight does.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.