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 Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Ascertaining the value of your business is important for a variety of reasons.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors seeking world investments can choose between global and international funds. What's the difference?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.