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.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The uncertainties we face in retirement can erode our sense of confidence.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.