Your Financial Future
Welcome to Guerra Financial Group! Your values play a significant role in our organization because we are tremendously family oriented. Our objective is to assist you and your family in defining and addressing financial goals. We will teach you how to optimize your standard of living while saving and investing for your future. By educating the South Florida Community, we ensure that the future of your home will be prosperous financially. Click Here to View our Video!
Mauro Guerra opened Guerra Financial Group in 1986 and the firm has been providing top-notch financial education to the South Florida Community. Over the years, we have been able to serve thousands of clients with financial ideas and choices. Over this journey, we have learned that time can be your biggest ally or your biggest foe. Meaning, if people procrastinate they will end up having the pain of regret rather than the pain of discipline which leads to a fruitful financial future. Remember, you cannot properly plan for something you do not fully understand. That is why we are here to help you understand.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Healthy habits are one of the greatest gifts to give your child.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Being healthy not only makes you feel good, it may also help you financially.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are Real Estate Investment Trusts right for your portfolio?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.