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At Snow Garrett Wealth Management, we understand that investors face many important decisions that can affect their long-term financial success. Whether it is navigating today’s volatile markets or creating a plan to reduce the risk of outliving retirement funds, we are positioned to approach such challenges with experience and skill. 

When you choose our financial planning services, you benefit by obtaining comprehensive advice from a team of highly qualified professionals – individuals with vast experience in addressing your particular financial needs.

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Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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The tax rules governing profits you realize from the sale of your home have changed in recent years.

What does the Tax Reform and Jobs Act mean for you?

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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The tax rules that govern donating art are complex and confusing. Take a closer look.

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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Use this calculator to estimate your capital gains tax.

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Principles that can help create a portfolio designed to pursue investment goals.

The importance of life insurance, how it works, and how much coverage you need.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

Using smart management to get more of what you want and free up assets to invest.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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Making the most of surprises is a great reason to work with us.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A special needs trust helps care for a special needs child when you’re gone.

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