Understanding Today’s Financial Environment
I’m Mike Gurzi, a financial professional in Lafayette, LA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (337) 706-7226.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn when it may not make sense to file a claim on your home insurance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a quick guide to checking to see if you have unclaimed money.