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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.

The Millennial’s Imperative

May 5, 2021 | General, Ogorek Blog

Do Millennials have a different work ethic and motivations than you did at their age? Or do their actions try to create a healthier lifestyle?

Why You Should Care About Biden’s Tax Hikes, Even If You’re Not a Millionaire

April 28, 2021 | Financial Planning, General, Markets, Ogorek Blog

Even though Biden’s proposed tax plan applies to households making more that $1 million, it can affect anyone who earns less than that.

The Keys (There Are Three) To Happiness

April 21, 2021 | Financial Planning, General, Ogorek Blog, Retirement

The three keys to happiness are spending money to have experiences, buying time, and giving money away to help others. Read more...

Playing With The House’s Money

April 14, 2021 | Financial Planning, General, Markets, Ogorek Blog

Learn why the "house money effect”, a cognitive bias, can cause issues for investors and how it can be avoided.

Ogorek Wealth Management, LLC