Fiduciary advisors helping families retire smarter with tax, investment, and legacy strategies.
Miami, FL
Joined July 2025
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Social Security, a pension, rental income, dividends, or withdrawals from your IRA or 401(k). Which one wins in retirement?
We put different retirement income sources head-to-head to find out.
RETIREMENT READY or RETIREMENT RISKY?
There’s a big difference between having money saved for retirement and having a plan to actually retire.
Join us at Florida International University for our Retirement Ready University Masterclass.
Thursday, October 29 at 6:30 PM
Graham Center, Florida International University
10955 SW 15th Terrace, Miami, FL 33199
Space is limited. Reserve your seat:
info.guerrawealth.com/retire…
Different fields. Same principles.
Whether it's fútbol, business, or retirement planning, success rarely happens by accident.
It takes preparation, discipline, a strong team, and the ability to make the right decisions when it matters most.
Four stories from October 16 to 23 that touch retirement.
Which of these matters to your plan depends on your situation.
Sources: Bloomberg; Yahoo Finance; Freddie Mac; Zacks; Kiplinger; CMS; Social Security Administration.
Educational information only.
What is the most important decision you can make for your retirement?
Delaying Social Security? Paying off your mortgage? Making a Roth conversion? Building cash reserves? Creating a withdrawal strategy?
The difference between starting with $0 and already having $500,000 invested can dramatically change the path toward your retirement goal.
Less than 10 weeks left in 2026, and our team is ready.
Each department shares where we stand. We celebrate the wins, big and small. We honor birthdays and work anniversaries. And we look ahead at what it will take to reach our goals before the year ends.
Some moments remind us of the values that bring us together.
Standing for the National Anthem at FIU, surrounded by families, friends, and our South Florida community, was one of those moments.
A moment to reflect on what it means to call this country home.
You can spend your entire life saving for retirement, but saving the money is only part of the story.
One of the most important lessons Sebastian learned from his father was simple: a successful retirement often requires sacrifice today for freedom tomorrow.
Your FRS pension may provide retirement income, but your retirement plan also needs to account for the taxes that come with it.
Your pension, Social Security, rental income, and distributions from retirement accounts can all play a role in your overall tax picture.
What does being Retirement Ready actually mean?
It’s more than having a certain amount in savings. It’s knowing how your money, income, taxes, investments, and estate plan work together to support the life you want to live.
This Estate Planning Awareness Week, take a moment to get it done. Claim your FREE Power of Attorney package and review your options here:
tinyurl.com/9kpf5nn3
#EstatePlanningAwarenessWeek
