Seven Life Events That Will Impact Your Financial Plan January 10, 2022 | Financial Planning, General, Ogorek Blog, Retirement Financial Planners do more than keep clients’ financial houses in order. They also spend time helping them navigate major life transitions.
Build A Fulfilling Schedule In Retirement December 28, 2021 | General Start preplanning how to spend your time in retirement, while leaving some room for adjustment, with these four building blocks.
The Cost Of A Fragmented Financial Life December 23, 2021 | 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, 2021 | 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.
Developing The Best Charitable Giving Strategy December 10, 2021 | General, Ogorek Blog, Retirement A comprehensive giving strategy can help you and your heirs make a sustainable impact on the causes that are most important to you.
This Christmas Try Giving The Gift Of Time December 7, 2021 | General, Ogorek Blog Is there an alternative to this Christmas induced chaos that you can feel good about AND really help someone you love?
Yes, You Might Actually Enjoy a “Working” Retirement November 23, 2021 | General, Ogorek Blog, Retirement Asking this new retirement question may help better prepare you for a more successful retirement, and it may involve working still.
Are You Getting The Best Return On Life You Possibly Can? November 9, 2021 | General, Ogorek Blog, Retirement How can you balance the books between quantitative and qualitative factors when you are developing a financial plan?
Three Points To Consider Before Purchasing An Annuity November 2, 2021 | General, Ogorek Blog, Retirement Turning your nest egg into an income stream can be a big decision for retirees. Here’s what you need to know before you purchase an annuity.