A Will Could Be More Costly Than You Realize January 27, 2021 | Avoiding The Lawyer Tax, General, Ogorek Blog Do you know the difference between probate fees and executor fees? They are easy to confuse and one is more costly than the other.
The Honeymoon Phase January 22, 2021 | General, Ogorek Blog, Retirement When planning for retirement, MIT AgeLab describes four phases. Here are some tips to help you navigate the first phase, the Honeymoon.
Revocable Trust As A Will Substitute January 20, 2021 | Avoiding The Lawyer Tax, Ogorek Blog What are the benefits to avoiding the probate process? If you put in some planning now, you can save your loved ones delays and fees later.
Client Questions on Apple Pay January 15, 2021 | Financial Planning, General, Ogorek Blog Interested in using Apple Pay, but not sure how to begin? Here are some helpful tips based off questions we received from clients.
Want A More Secure Credit Card? Try Apple Pay January 8, 2021 | Financial Planning, General, Ogorek Blog This contactless payment option allows for secure purchases without giving card info. Here's what you should know before using Apple Pay.
Don’t Confuse Brains With A Bull Market January 6, 2021 | Financial Planning, General, Ogorek Blog, Retirement Were you fortunate enough to realize some outsize winners in 2020? Now is the time to develop a strategy for preserving those gains.
Will 2020’s Winners Keep On Winning? December 30, 2020 | General, Markets, Ogorek Blog Which form of investing should you follow, momentum or contrarian? Is an investor better off buying the winners or the losers?
The Cost Of A Fragmented Financial Life December 23, 2020 | Avoiding The Lawyer Tax, Financial Planning, General, Ogorek Blog, Retirement When did you last clean out your “financial garage”? Learn how to get higher returns and pay less taxes with these tips.
8,000 Days Of Retirement December 18, 2020 | General, Ogorek Blog, Retirement Most people know what a day in retirement will look like, but not years. Learn how to plan for retirement based on MIT's AgeLab's 4-phases.