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
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?
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)?
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...]
How Does Your Retirement Savings Compare To Your Neighbors’?
By nature, we have a tendency toward comparison. When we feel we’re doing better than our neighbors, literal or figurative, we pat ourselves on the back. On the other hand, when there’s a part of our lives where we are not quite up to par, we quickly believe the grass is greener in someone else’s yard. But truth be told, this tendency isn’t always a bad thing. Comparing apples to apples can … [Read more...]
What We Do And How We Can Help
The closer you get to retirement, the more the excitement builds. Unfortunately, questions and concerns can often grow too. You may find yourself wondering when to step away from work or if you have enough money saved to last the rest of your life. You might be curious about creating a Social Security or withdrawal strategy or worry about how a market downturn could change things for you. The … [Read more...]