WBEN’s Interview: “Tony Ogorek On A New Provision Allowing Some 529 Money To Roll Over To A Roth IRA”

September 21, 2023 | General

Tony Ogorek shares some insight into the 2024 provisions that would allow parents to take money from a 529 plan and move it into a Roth IRA.

Can AI Help You Improve Return On Life?

September 15, 2023 | Financial Planning, General, Ogorek Blog

Wonder how AI can help you? This brief guide will give you a better understanding of what AI can and can't do.

How To Get More Meaning Out Of Your Life

September 5, 2023 | General

Creating the opportunity to experience the moment may help you get more meaning out life and be more productive in whatever you are doing.

Start Teaching Your Kids About Money

August 29, 2023 | Financial Planning, General, Ogorek Blog

Here are three easy ways that parents can teach children the value of a dollar and start them on a path towards a greater Return on Life.

What Should You Consider Before Relocating for Your Career?

August 4, 2023 | General, Ogorek Blog, Retirement

What potential challenges and opportunities are possible when you relocate for your career? How will relocating affect your Return on Life?

Ensure Your Life Wishes Are Granted Through Effective Estate Planning

July 27, 2023 | General, Ogorek Blog, Retirement

Create an outline for a legacy plan to protect your assets, care for your spouse, and provide piece of mind with this checklist.

Become A SuperAger For A Higher Return On Life

July 18, 2023 | General, Ogorek Blog, Retirement

Researchers have found that these three habits can help seniors age better and improve their Return on Life.

Buffalo News Interview: “Western New Yorkers brace for restart of college loan payments: ‘Big shock is going to come in October'”

July 10, 2023 | General

College student loan payments are set to restart in October, after being paused in 2020. What should borrowers do?

Take The Money And Run?

July 5, 2023 | General, Ogorek Blog, Retirement

Although waiting to claim Social Security will generate the greatest monthly benefit, here are 4 reasons to claim your benefits early.