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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Understanding how a stock works is key to understanding your investments.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding the economy's cycles can help put current business conditions in better perspective.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Women must be ready to spend, on average, more years in retirement than men.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
A bucket plan can help you be better prepared for a comfortable retirement.