With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible. While creating a financial plan is in a different category than buying a car or putting an offer on a home, … [Read more...]
6 Ways To Stay Healthy In Retirement
6 Ways To Stay Healthy In Retirement
When you enter retirement, you close one chapter of your life and begin another. You go from having a structured, busy schedule to having almost limitless free time. But just because you have an empty schedule doesn’t mean you have to slow down. Here are 6 ways to stay healthy in retirement. 1. Find A New Purpose For most of us, our jobs are our identity. Take that away, and it’s difficult to know … [Read more...]
The Top 4 Regrets In Retirement
The Top 4 Regrets In Retirement
What do you expect to feel when you retire? A general sense of fulfillment from all your hard work? Excitement about finally reaching this pivotal milestone? Regret? That last one may not make your list, but unfortunately, 55% of retirees say that’s what they experienced. (1) Thankfully, you can learn from the mistakes of others and make changes now so that your retirement isn’t riddled with … [Read more...]
How We Helped A Couple Organize Their Finances & Plan To Retire With Confidence
How We Helped A Couple Organize Their Finances & Plan To Retire With Confidence
We at Wurz Financial Services have spent over 30 years helping people transition from their working life to a comfortable retirement with confidence. Whether it’s helping them realize the goal of retiring early, buying a new home, simply saving money on insurance, or adjusting the asset allocation of their portfolio, we believe that proactive and personalized financial planning and wealth … [Read more...]
Do You Know Someone Who Needs Our Help?
Do You Know Someone Who Needs Our Help?
Life doesn’t slow down for anyone, which means there is always plenty of change to keep up with. And when it comes to your money, there are two things that bring that change. First, the markets, which are volatile and confusing, can cause ups and downs in your savings. Second, life transitions and milestones can alter your priorities, causing you to reevaluate your strategies to make sure your … [Read more...]
Is Anyone Paying Attention To Your 401(k)?
Is Anyone Paying Attention To Your 401(k)?
How much time do you spend planning your 401(k)? If you’re like most Americans, you spend more time planning vacations, instead of planning for retirement. This lack of planning can lead to being ill-prepared for retirement. Luckily, there are a few methods that you can apply to your 401(k) that will ensure a healthy retirement fund. Consistently contributing to your account, being aware of the … [Read more...]