Guzy Wealth Management Inc.

10/27/2023

Limited Time 5yr Special -

11/24/2021

Thankful for You! -

07/21/2020

How would you like to get a CD right now earning you a GUARANTEED 3.0% rate each year for the next 3 years? Well you can’t, at least not at a bank.

But you can through an insurance company.

• Nothing hidden.
• Minimum deposit only $10,000
• Tax Deferred CD Buster
• Super easy, super clean

Interested? Just hit “reply” to this message and we will fill you in on the details.

03/10/2020

Market Volatility

CONTENT WITH Market Volatility Navigating when markets get rough. With a disciplined approach, you can learn to manage volatility for your benefit-while minimizing risks. Here are four steps to consider. Selling stocks when markets drop can make a paper loss permanent. Hear one man's story.

02/28/2020

Anything that affects China, the world's second-largest economy, can have a powerful ripple effect globally.

02/27/2020

How Much of Your Income Do You Need to Replace in Retirement?

I've heard that generally speaking you can get by on 70-80 percent of your annual income in retirement. Is that really a reliable estimate? But a guideline is one thing-and reality can be another. So your question gets right to the heart of the matter: How much of your annual income do you really ne...

02/26/2020

Stock market returns & presidential elections | Fidelity

History suggests that US stock market returns are correlated with the presidential election cycle. The first 2 years of a presidential term have been associated with below-average returns, while the last 2 years have been well above-average. But there are some clear exceptions. So always focus first...

11/28/2019

11/26/2019

Selecting a Trust to Suit Your Needs

"A lot of people think you use one or the other, but nothing could be further from the truth," says Jim Madden, a Schwab wealth strategist in Phoenix. " Everyone should have a will, whereas the suitability of a trust depends on your individual circumstances."

10/07/2019

Why Consider a Roth IRA Conversion and How to Do It

Does it ever make sense to pay taxes on retirement savings sooner rather than later? When it comes to a Roth Individual Retirement Account (IRA), the answer could be yes. That's because, although a Roth IRA is funded with after-tax dollars, qualified withdrawals are entirely tax-free.