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Welcome to our web site:
Established in 1990, Micari Financial Group,LLC is a full service financial practice dedicated to helping individuals and businesses with their investment management and insurance needs.
We take a comprehensive approach to understand our clients needs and then design a solution tailored to meet those needs. We feel the most important part of our process is the education we provide our clients. Taking the necessary time to explain the financial concepts, the investments being employed and how they will react to the variables in the financial markets. The process is designed to provide you with all of the information needed to make a well informed decision.
We strive to be a valued partner for our clients by helping to achieve their financial goals.
Newsletters
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.