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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Marriage changes everything, including your insurance needs.
Couples may be able to head off many of the problems in a marriage that money can cause.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
There are four very good reasons to start investing. Do you know what they are?
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
The market is as unpredictable as the weather. We’d love to help you prepare.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
That big list of dreams and goals isn't the only way to look at your bucket list.