November 2024 Newsletter

Read the full newsletter HERE

Embracing Change and Gratitude This Season

As the holiday season unfolds, we at Guerra Wealth are taking a moment to reflect on the spirit of gratitude, connection, and preparation for what’s ahead. From Thanksgiving celebrations to navigating financial changes and inspiring stories within our team, there’s much to share.

Happy Thanksgiving!

Thanksgiving is a time to come together, cherish family and friends, and appreciate life’s blessings. At Guerra Wealth, we’re grateful for the trust and partnership of our clients. Your dedication inspires us to continue delivering personalized financial solutions. As you plan for the future, know that we’re here to support your journey every step of the way.

Election Day: Navigating a New Tax Policy

The recent election ushers in the possibility of policy changes, including a potential shift to Trump-era tax policies. Such changes could significantly impact financial planning, from investment strategies to retirement savings. Now is the time to ensure your portfolio is prepared for any adjustments.

At Guerra Wealth, we’re committed to helping you make proactive decisions in uncertain times. Our team is here to evaluate your plan, identify opportunities for tax efficiency, and adapt your strategies to align with evolving legislation. Staying ahead of changes is essential to maintaining long-term financial success.

Building Connections in Brazil

One of our HR team members, Larissa, recently embarked on a mission trip to Brazil, where she reconnected with her roots and made a profound impact on the community.

Her story reflects the values we hold dear at Guerra Wealth: compassion, connection, and service. Just as Larissa created meaningful bonds during her trip, we strive to build lasting relationships with our clients, helping them achieve their financial goals while staying true to their values.

Join Sebastian’s New Financial Webinar

Education is key to financial empowerment, and Guerra Wealth is excited to launch a new webinar series led by Sebastian. These monthly sessions are designed to help you understand essential topics such as retirement planning, investment strategies, and tax-efficient portfolios.

With Sebastian’s expertise, these webinars are the perfect opportunity to gain practical insights and ask questions in a convenient and engaging format. Watch the webinar HERE,

Financial Book of the Month: Get What’s Yours

This month’s featured read, Get What’s Yours: The Secrets to Maxing Out Your Social Security by Laurence J. Kotlikoff, Philip Moeller, and Paul Solman, is a powerful resource for anyone approaching retirement.

The book simplifies complex Social Security rules and offers actionable strategies to optimize your benefits. Whether you’re just starting to plan or looking for ways to maximize your income, this guide is packed with valuable advice. At Guerra Wealth, we’re dedicated to sharing tools and insights that make financial planning accessible and effective.

Looking Ahead Together

As we move through this season of change and gratitude, Guerra Wealth is here to guide you. Whether it’s adapting to new policies, expanding your financial knowledge, or celebrating meaningful connections, we’re committed to your success.

Reach out to schedule a personalized review or join one of our educational events. Let’s navigate the road ahead together. Happy Thanksgiving from all of us at Guerra Wealth!