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.
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?