Join Mark Kleiner with Preferred Insurance Group and Darren Wurz, MSFP, CFP® with Wurz Financial Services as we discuss how Medicare works and everything you need to know to if you are turning 65 or becoming Medicare eligible soon. In this webinar, we will cover: Who is eligible and steps for applying for Medicare How Medicare actually works 2021 changes to Medicare What is and is … [Read more...]
Join Us for Our Business for Breakfast 2022 CLE Series for Lawyers
As a successful lawyer, you spend your days helping others make smart decisions, but who helps you with your financial and business decisions? At Wurz Financial Services, we specialize in serving attorneys and their families, supporting them by equipping them with the knowledge and tools to take their business and finances to the next level. One of the ways we do this is through our popular … [Read more...]
3 Reasons Why Inflation Is So High & How to Tell if It Will Last
It’s no secret that inflation is wreaking havoc on Americans’ spending right now. Commentators and analysts have been busy discussing the dramatic rise of inflation and whether it is “persistent” or “transitory.” What may have seemed like a slight inconvenience at first is now becoming a much larger issue as people watch their buying power degrade right before their eyes. As the holiday season … [Read more...]
Attorneys and Student Loans: 5 Tips for Repayment
It’s no secret that going to law school is expensive. Law degrees, like other forms of higher education, are getting more expensive each year. (1) In fact, the average cost of tuition alone is over $45,000 per year. (2) And that’s on top of the cost of an undergraduate degree. This means most attorneys are saddled with an average of $130,000 in student loan debt by the time they pass the … [Read more...]
How Does an Independent Financial Advisor Benefit You?
When it comes to your finances, finding a reliable professional to help you sort things out can be a lot of work. You want to make sure they’re looking out for you and your best interests at all times, but you also want to know that they’re trustworthy and consistent. Choosing the right advisor can seem like a guessing game, but there are ways to tell the difference between those who are worth … [Read more...]
The Stealth IRA: Health Savings Accounts
Are you making the most of your retirement savings? You’ve probably heard that question a million times! Conventional wisdom will tell you to max out contributions to your 401(k), 403(b), and IRA accounts. But what do you know about health savings accounts (HSAs) and, more importantly, their application as tax-advantaged retirement vehicles? Research suggests that HSAs are vastly under-utilized, … [Read more...]
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