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Weatherford, TX 76086

(817) 596-9301

info@sg-wealth.com

 

Estate Management 101 The Cycle of Investing Social Security: By the Numbers

Snow Garrett Wealth Management

At Snow Garrett Wealth Management, we understand that investors face many important decisions that can affect their long-term financial success. Whether it is navigating today’s volatile markets or creating a plan to reduce the risk of outliving retirement funds, we are positioned to approach such challenges with experience and skill. 

When you choose our financial planning services, you benefit by obtaining comprehensive advice from a team of highly qualified professionals – individuals with vast experience in addressing your particular financial needs.

 

Helpful Content

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

 

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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5 Smart Investing Principles

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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.

Perception vs. Reality

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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