Amid 2020 Predictions and New Laws, Focus on What You Can Control to Improve Your Financial Well-Being

January 17, 2020 | General

Change is inevitable, but you can control how you prepare to ensure you get the best life possible with the money you have – no matter what happens in 2020.

Focus on Good Habits for Your Health and Finances for a Fulfilling Retirement

January 17, 2020 | Financial Planning, Ogorek Blog, Retirement

Find out why developing good habits can lead to big dividends down the road for both your health and your nest egg.

Was 2019 the Start of a New Bull Market?

January 10, 2020 | Financial Planning, Markets, Ogorek Blog

Is this the longest bull market in history? Portfolio Manager, Jeff Viksjo explains how the stock market has more upside to go this year.

When Setting New Year’s Resolutions Be Sure to Rethink Your Financial Goals

January 1, 2020 | Financial Planning, Ogorek Blog

Resolve to have fun while making financial goals for yourself and your family.This four-step process will help you track and celebrate your progress towards a prosperous 2020.

Is Your Money Being Used to Improve Your Life?

December 19, 2019 | Financial Planning, Ogorek Blog

With Return on Life (ROL), you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, write our own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind.

A Holiday Family Meeting Can Ring in a Productive New Year

December 19, 2019 | Financial Planning, Ogorek Blog, Retirement

The holiday atmosphere might just set the perfect mood for a positive and productive discussion. Here are three important topics to discuss with your family while you’re all in town and together.

The Medicare Change That Could Cost You Thousands of Dollars

December 19, 2019 | General, Ogorek Blog

If you’re on Medicare, there is a change that you’ll want to know about if you go to a hospital emergency room.

Improve Your Relationship with Money by Answering These 5 Questions

December 13, 2019 | Financial Planning, General, Ogorek Blog, Retirement

Take time to answer these 5 questions and you’ll do a better job of living your best life possible with the money you have.

Transitioning from a Work Identity to a Retirement Identity

December 13, 2019 | Ogorek Blog, Retirement

Even if you’re really looking forward to retirement, you might find this adjustment more difficult than you’re anticipating. Here are 4 ways to craft a new retirement identity that will be much more fulfilling than Semi-Pro Couch Potato.