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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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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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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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.