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.
How Income Taxes Work
A quick look at how federal income taxes work.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Rightsizing for Retirement
What does your home really cost?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
For homeowners who think their property taxes are too high, there are ways to appeal.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A four-step framework for building a personal legacy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.