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Retirement Helping Committed

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.

Helpful Content

Orchestrating Your Retirement Accounts

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

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

Rightsizing for Retirement

What does your home really cost?

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Rule of 72

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.

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