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Gutierrez Insurance Solutions
Address:
4801 S University Dr. Suite 111
Davie, FL 33328
Phone:
954-454-4779
Fax/Other:
954-404-7355
E-mail:
Articles
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Estates & Trusts
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Estates & Trusts
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Estates & Trusts
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Retirement
Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
Retirement
There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.
Retirement
Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.
Retirement
The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.
Tax Planning
There can be a substantial benefit to deferring taxes as long as possible.
Cash Management
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
Cash Management
It's important to understand the options, such as financial aid grant programs, when having to pay for college.
Risk Management
If you have a family who relies on your income, it is important to have life insurance protection.
Risk Management
A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.
Risk Management
Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.
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