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Scholie Guziak

5608 Lake Christopher Drive
Rockville, MD 20855-1809

Phone:

Call/Text: 301-775-1177

E-mail:

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Insurance Services for Employer Groups & Individuals

Scholie Guziak

Welcome to our web site where you'll find a wealth of information in the form of newsletter articles, calculators, and reports.  We created this web site to help you gain a better understanding of the individual's financial concepts behind insurance and related planning.  As a boutique agency, we offer services designed to the specific needs of the employer groups and individuals with whom we work.  We pride ourselves on service to our clients through our ability as an independent agency to access a broad range of resources to help meet your objectives.  Once you become a client, we remain committed to continually provide personal service, attention, and knowledge of your account.  The result is long term relationships built on the trust we earn.  We hope you take advantage of our web site as a resource and visit us often.  Be sure to add our web site to your list of "favorites" .

Scholie Guziak, President

Currently registered to offer  insurance products in the States of DC, MD, and VA.   This is not an offer to sell insurance in any other state of jurisdiction. 

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Explains using life insurance to make meaningful charitable donations.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This calculator can help you estimate your annual federal income tax liability.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This calculator is designed to help you attach a dollar figure to your life’s work.

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