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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are six flags that may make your tax return prime for an IRS audit.
For some, the social impact of investing is just as important as the return, perhaps more important.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.