“It’s time to start living the life you’ve imagined.” - Henry James
From the evening news to financial product carriers, it seems everyone has a different opinion on how you should manage your money or plan for the future. With so much contradictory (and often times biased) advice and generic recommendations, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own personal goals, which means no one financial strategy fits all.
At Guttman Financial Group, we believe that you deserve a customized financial strategy tailored to your specific needs and objectives. Our goal is to serve as your financial advocate, guiding you along your financial path toward the future you’ve imagined living. We strive to go beyond the service level of the typical wealth management firm, serving as a trusted guide on which you can rely for honest recommendations and education tailored to your questions.
With something as personal as your finances, it’s important to work with a wealth management firm you trust and with whom you want a partnership for the long-term. Let Guttman Financial serve as your lifelong financial partner as you pursue your vision of financial success.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Emerging Market Opportunities
What are your options for investing in emerging markets?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Calculating your potential Social Security benefit is a three-step process.
A four-step framework for building a personal legacy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Currency has been around for a long time. Here’s a quick history lesson.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a quick guide to checking to see if you have unclaimed money.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.