Savings: Does Your Desire to Save Match Your Reality?

December 5, 2019 | Financial Planning, Ogorek Blog, Retirement

How do you find that balance between enjoying today and preparing for tomorrow? We can help you to find that sweet spot, and your money won’t just be numbers on a balance sheet. It will be yours.

5 Next Steps When You Are Concerned About an Aging Parent

December 5, 2019 | General, Ogorek Blog, Retirement

Follow these five steps to get the help you’ll need to make sure your aging parent is safe, cared for, and financially secure.

Spending: What to Do When You and Your Spouse are NOT on the Same Page?

November 27, 2019 | Financial Planning, Ogorek Blog

Money issues are one of the biggest sources of marital tension, and a leading factor in divorces. Here are five ways that you and your spouse can make sure you agree on your household spending, avoid surprises, and maximize the Return on Life ™ your money provides.

What is Your “Return on Life™”?

November 27, 2019 | Financial Planning, Ogorek Blog, Retirement

“Am I getting the best life possible with the money I have?” You may know how much money you have in the bank or the size of your portfolio, but do you know your Return on Life (ROL)? This approach towards financial planning allows you discover how well you are using your money to live your best life possible.

Is Your Money Being Used to Improve Your Life?

November 22, 2019 | Financial Planning, Ogorek Blog, Retirement

You don’t give up on the best of life or the best parts of yourself just to get money.  Money is there to serve you, not vice versa. Return on Life puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind.

3 Ways to Know When You Are Ready to Retire

November 20, 2019 | Financial Planning, Ogorek Blog, Retirement

Are you ready to retire? Here are three important markers to cross before you crack open your nest egg.

Is How You Use Your Money Aligned With Your Values?

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

Are you aligning what’s most important to you with your financial resources? It may be the key to successful financial planning.

How to Ensure Your Life Wishes Are Granted Through Effective Estate Planning

November 18, 2019 | Financial Planning, Ogorek Blog

Here’s a quick checklist that will help you and your spouse outline a legacy plan that will protect your assets, care for each other in the event either are incapacitated, and give you both some peace of mind.

Financial Planning is About Making Your Life Plan a Reality

November 15, 2019 | Financial Planning, Ogorek Blog, Retirement

The earlier you start thinking about how you can use your money to balance your vocation with vacation, your sense of personal and professional progress with recreation and pleasure, and the demands of supporting your family with achieving your individual goals, the freer you’re going to feel.