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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
There are common mistakes you can avoid when saving for retirement.
Tips to avoid checking in luggage on your next vacation.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When to start? Should I continue to work? How can I maximize my benefit?
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
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.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.