Things are changing quickly these days. With some states and counties experiencing the rapid spread of COVID-19, many children not returning to in-person school this fall, constant updates about the virus, and predictions about the future, to say this is a stressful and confusing time is an understatement! Even though life is going to look different for a while, we don’t want you to panic or lose … [Read more...]
The Top 5 Financial and Retirement Planning Challenges Attorneys Face
It seems that being an attorney has been romanticized by Hollywood and John Grisham. However, while the law can be a very rewarding career, it isn’t without challenges. In this article, we are going to look at the top 5 financial and retirement planning challenges that attorneys face. 1. Late Start It takes a while to earn a bachelor’s degree. Then you must get through law school and the bar exam. … [Read more...]
See A Sample Financial Plan
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
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
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...]