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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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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New SAVE Repayment Plan Offers Key Benefits
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?