1207 Santa Fe Drive
Weatherford, TX 76086

(817) 596-9301

info@sg-wealth.com

 

What Smart Investors Know 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

Your Cash Flow Statement

Your Cash Flow Statement

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

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

How long does a $20 bill last?

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Can I Refinance My Mortgage?

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

To Buy or Not to Buy

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

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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