Financial Tips

Check out our weekly financial planning tips.

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LATEST ARTICLE

What are 401(k) catch-up contributions, and how do they work?

If you’re turning 50, it’s time to celebrate! But it’s also time to take a serious look at your retirement savings. The good news? The IRS allows you to contribute an additional $7,500 annually to your 401(k) or similar retirement plan through “catch-up contributions.” This Miami Financial Planning article will guide you through what catch-up…

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The art of tax minimization

Tax minimization is an art form (move over Picasso). It’s not just crunching numbers, it’s the art of crafting personalized…

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Welcome to Guerra Financial Tips!

Have you ever wondered how to get the most out of working with your financial advisor? How would you feel…

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