Guerra Wealth Advisors

Hurricane season may be forecasted as below-normal, but Florida retirees know the truth: one storm is plenty.

Before the next warning hits, review your homeowners policy, confirm whether you have flood coverage, and update your evacuation and important document plan now.

Because “I’ll check it later” is not a retirement strategy.

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Your retirement income could directly impact your Medicare premiums.

Many retirees are surprised to learn that higher income in retirement can trigger IRMAA surcharges, increasing both Medicare Part B and Part D costs.

Higher income. Higher premiums.
Plan today. Protect tomorrow.

Retirement tax planning strategies, including Roth conversions, withdrawal sequencing, and income management, may help reduce unexpected Medicare costs later in retirement.

MAGI = Modified Adjusted Gross Income (from your 2024 tax return)

Want to learn more about tax-smart retirement planning?

Download our 2026 Tax Strategy Playbook:
https://tinyurl.com/2s3vntxj

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Guardian of Excellence

Congratulations to Andrew Duran for being recognized as this month’s Guardian of Excellence.

Andrew consistently demonstrates the values that define our team: dedication, professionalism, a commitment to growth, and a willingness to go the extra mile to support those around him. His positive attitude, strong work ethic, and pursuit of excellence make a meaningful impact every day.

Thank you, Andrew, for helping us continue to deliver an exceptional experience for the families we serve.

Well deserved!

Retirement in Miami hits different when your calendar is full because you want it to be, not because it has to be.

From World Cup matches and Marlins games to waterfront events and city nights, June in Miami is packed with reasons to enjoy the lifestyle you worked hard to build.

The real goal of retirement is freedom. Freedom to travel, explore, spend time with family, and enjoy your city on your own terms.

Which Miami event would you go to first?

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Most people focus on how much they can make

Very few focus on how much they actually keep

Taxes, fees, and poor planning can quietly take more than the market ever will

Real wealth isn’t just about earning more
It’s about keeping more of what you’ve already built

If your strategy isn’t built around that, you could be leaving money on the table

Download the Retirement Freedom Guide and see what most plans are missing
https://tinyurl.com/2z48am7b

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

“The Bull of Wall Street.”

A symbol of strength, confidence, and forward momentum.

In the investing world, the bull represents optimism and long-term growth. But at Guerra Wealth Advisors, we believe true financial strength is not just about chasing returns.

It’s about building a strategy strong enough to weather every market cycle.

Sebastian Guerra inspires every person around him to push harder, think bigger, and never settle for average.

Leadership is not just about giving direction.
It’s about motivating others to become the best version of themselves.

That mindset is part of what drives the culture at Guerra Wealth Advisors every day.

We’re growing.

Guerra Wealth Advisors is hiring for two exciting opportunities in South Florida:

• Financial Specialist (Phone Sales)
$70,000–$90,000+

• Senior Wealth Advisor
$200,000–$400,000+

If you are passionate about financial planning, retirement strategies, wealth management, and helping families make work optional, we want to hear from you.

At Guerra Wealth Advisors, we help individuals and retirees navigate:
• Retirement income planning
• Tax-efficient strategies
• Investment management
• Estate planning
• Social Security optimization
• Long-term financial security

We are looking for motivated professionals who thrive in a high-performance, client-focused environment and want to grow with one of Miami’s top retirement planning firms.

Apply here:
https://guerrawealth.com/careers/