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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Rightsizing for Retirement
What does your home really cost?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Important items to consider when purchasing condo insurance.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Healthy habits are one of the greatest gifts to give your child.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
Do you know how to set up your financial goals for success? This knight does.
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.
Women must be ready to spend, on average, more years in retirement than men.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.