Get to Know Makison
Insurance & Retirement
At Makison Insurance & Retirement, we believe retirement isn't just about managing money — it's about living your ideal life after decades of hard work. As lifelong educators, we take a holistic approach to retirement planning. Our mission is simple — help you understand the financial rules, avoid costly mistakes and create a retirement that fits your lifestyle.
Get Started in
Three Easy Steps:
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using our Puzzle It Out process, we’ll examine your current financial situation and determine your retirement needs.
You’ll receive a custom strategy to help you reach your unique retirement goals.
The “Big Beautiful Bill” is now a big, beautiful law. What does it mean for your retirement strategy?
Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:
- Increased standard deductions for additional tax savings
- “Senior Bonus” deductions to offset taxes paid on Social Security benefits
- Increased estate tax exemptions creating dramatic savings for heirs
