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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Five overlooked tax deductions to help manage your tax bill.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
There are common mistakes you can avoid when saving for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn about the importance of having an estate strategy in this helpful and informative video.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?
There are three things to consider before dipping into retirement savings to pay for college.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When you retire, how will you treat your next chapter?