Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 

Saving for College 101

Here’s a crash course on saving for college.

Your Cash Flow Statement

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

 

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Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

An Inside Look At Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

 

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Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Managing Your Lifestyle

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

 

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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

 

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Principles of Preserving Wealth

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

 

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Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

 

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

 

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 Welcome Financial Advisors

Garrett Capital offers and supports its services through qualified Financial Advisors. These relationships are important to Garrett Capital.  

A qualified Financial Advisor is a professional financial services representative or investment advisor approved by us.  Currently we have relationships with Broker Dealers and outside RIAs.  

If you think Garrett Capital might be right for your clients please give us a call.