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
-
Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
-
Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
-
HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
-
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?