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 Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

To Catch a Thief

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

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Contributing to an IRA?

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

My Retirement Savings

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Tax Management Strategies

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

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

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What Can a Million Dollars Buy You?

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

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?”

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

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