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

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

 

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

9 Facts About Social Security

There are things about Social Security that might surprise you.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

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

View all calculators arrow

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Tax Management Strategies

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

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Social Security: By the Numbers

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

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?

View all videos arrow