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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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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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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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Calculators
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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.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.