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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
It may help your business be better prepared in the event of the death of a principal or key employee.
Simple steps may help you foil hackers and protect your privacy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How will you weather the ups and downs of the business cycle?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.