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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
For some, the social impact of investing is just as important as the return—perhaps, more important.
The uncertainties we face in retirement can erode our sense of confidence.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
A letter of instructions provides additional and more personal information regarding your estate.
Is your estate in order? This short quiz may help you assess your overall strategy.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
It's easy to let investments accumulate like the junk in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.