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.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
How to help determine life insurance needs to provide for your family after you pass away.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are common mistakes you can avoid when saving for retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
An amusing and whimsical look at behavioral finance best practices for investors.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
It's easy to let investments accumulate like old receipts in a junk drawer.
You’ve made investments your whole life. Work with us to help make the most of them.