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.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Rightsizing for Retirement
What does your home really cost?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
There are four very good reasons to start investing. Do you know what they are?
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are 5 reason why you may consider working through retirement.
Knowing the rules may help you decide when to start benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.
With alternative investments, it’s critical to sort through the complexity.
Check out this video to begin separating fact from fiction.
The market is as unpredictable as the weather. We’d love to help you prepare.