How Healthy is Your Retirement Plan?

3 Minute Financial Checkup Video

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Welcome to Garrett Financial.

At Garrett Financial our mission is to help you achieve your objectives. By asking the right questions and really listening to what you say (and sometimes what you don’t say), we learn what is important to you, what your dreams are and how you want to live your life. Then, with that understanding Bill Garrett, a Certified Financial Planner™, will work with you to craft a plan and design a financial road-map to help get you where you want to go.
 
 Bill is a fee-based financial planner specializing in retirement planning and portfolio management as a Registered Principal with United Planners. He has been serving clients in the greater Nashville area since 1988.
 
You have many choices when it comes to selecting a professional to help you plan for your financial future. Look for  someone who has the expertise and experience to help guide you through the ongoing process, someone who provides the highest level of personal service, and, most of all, someone who is committed to putting your interests first. As an independent financial advisor, Bill works only for his clients and has no relationships with any company that would compromise his ability to serve your best interests.
 
 
We invite you to explore the information available on this web site.  If you would like assistance with your planning needs, please call us to schedule a complementary appointment. 
 
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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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