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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Four vacation destinations you might never have thought of.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Beware of these traps that could upend your retirement.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Five strategies for managing your student debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are hundreds of ETFs available. Should you invest in them?