Sharing Our Thoughts
and Insights

Blogs

All

Avoiding The Lawyer Tax

Financial Planning

Markets

Physician Retirement

Retirement

Return On Life

Is Your Relationship With Retirement Unhealthy?

July 20, 2021 | Financial Planning, General, Ogorek Blog, Retirement

If you find yourself working for reasons other than enjoyment, it may be time to consider spending your time elsewhere.

Are You Running Through The End Zone?

July 13, 2021 | Financial Planning, General, Ogorek Blog, Retirement

If the next phase of your life is calling and you have already crossed your financial goal line, why continue running through the end zone?

Refi Tips For A Low Rate Environment

July 6, 2021 | Financial Planning, Ogorek Blog

Before you decide to go with a lower interest rate, it's important to calculate all costs included with your refinancing option.

Beating The Market By Saving The Planet

June 22, 2021 | Financial Planning, Markets, Ogorek Blog

What are sustainable investments? Are there financial implications to investing in sustainable stock funds?

The Benefits Of A Phased Retirement

June 17, 2021 | Ogorek Blog, Retirement

Phasing into retirement is a way to buy yourself time, without giving up on work that still provides meaning.

Tips For A Healthy Retirement

June 3, 2021 | General, Ogorek Blog, Retirement

Medicare coverage has limits which may require a supplemental policy to cover the gaps. Here are some tips for keeping costs under control.

Communication Is The Key To A Successful Estate Plan

May 19, 2021 | Financial Planning, General, Ogorek Blog, Retirement

Learn why it's important to communicate your intentions to those responsible for your estate when you pass.

A Stock Picker’s Tale

May 12, 2021 | General, Ogorek Blog

Learn how an unexpected gift one of our partners received at a young age from a grandparent helped to shape his future. A Stock Picker’s Tale

Five Tips For Financial Spring Cleaning

May 7, 2021 | Financial Planning, General, Ogorek Blog

Is a financial check-up on this year's spring cleaning list? Here’s why it should be, along with what items to review annually.

Ogorek Wealth Management, LLC