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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Articles

Focused young woman shopping online on her laptop
Israel Guitian | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Israel Guitian | Jul 21, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Investment
Israel Guitian | Jul 14, 2022

Getting Started in the Stock Market

Investments
Retirement
Savings
Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock
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autoinsurance
Israel Guitian | Jul 7, 2022

When and Why to Switch Auto Insurance

Finance
Insurance
Like health care, many of us continue with the same auto insurance policy for years, never bothering to find out whether another insurance carrier could provide
Read More
Mother and child working on a laptop together
Israel Guitian | Jun 30, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Israel Guitian | Jun 23, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Reverse Mortgage
Israel Guitian | Jun 16, 2022

Pros and Cons of a Reverse Mortgage

Finance
Property
Real Estate
Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a last
Read More
Two yellow balloons with smiley faces on them
Israel Guitian | Jun 9, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Planning
Israel Guitian | Jun 2, 2022

7 Ways to Avoid Bankruptcy

Finance
Credit
In 2018, Americans’ debt hit $13 trillion, with the average American carrying more than $38,000 in debt – not including home mortgages. For many, debt is simply
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Israel Guitian | May 26, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Man in a graduation cap and gown
Israel Guitian | May 19, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
Charitable
Israel Guitian | May 12, 2022

Top Strategies for Charitable Giving

Finance
Tax Planning
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion
Read More

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Fax:
954-389-8420
Email:
iguitian@guitianwealth.com

 

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