George Makris started the Makris Financial Group with one basic mission – to help people invest wisely and properly in order to help them reach their financial goals. Over 30 years later, that philosophy has not changed and the large and growing network of Makris Financial Professionals remain dedicated to serving the most important asset we have – our clients.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Is your estate in order? This short quiz may help you assess your overall strategy.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
There’s an alarming difference between perception and reality for current and future retirees.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?