A Holiday Family Meeting Can Ring in a Productive New Year December 19, 2019 | Financial Planning, Ogorek Blog, Retirement The holiday atmosphere might just set the perfect mood for a positive and productive discussion. Here are three important topics to discuss with your family while you’re all in town and together.
The Medicare Change That Could Cost You Thousands of Dollars December 19, 2019 | General, Ogorek Blog If you’re on Medicare, there is a change that you’ll want to know about if you go to a hospital emergency room.
Improve Your Relationship with Money by Answering These 5 Questions December 13, 2019 | Financial Planning, General, Ogorek Blog, Retirement Take time to answer these 5 questions and you’ll do a better job of living your best life possible with the money you have.
Transitioning From A Work Identity To A Retirement Identity December 13, 2019 | Ogorek Blog, Retirement Even if you’re really looking forward to retirement, you might find this adjustment more difficult than you’re anticipating. Here are 4 ways to craft a new retirement identity that will be much more fulfilling than Semi-Pro Couch Potato.
Giving: How To Do The Most Good Without Disrupting Your Financial Plan December 11, 2019 | Financial Planning, Ogorek Blog, Retirement Incorporating charitable giving into your financial plan is a great way to make sure that your generosity is aligned with the things that are most important to you. Check out how to plan around key issues to make sure your good intentions don’t throw off the rest of your long-term planning.
Savings: Does Your Desire to Save Match Your Reality? December 5, 2019 | Financial Planning, Ogorek Blog, Retirement How do you find that balance between enjoying today and preparing for tomorrow? We can help you to find that sweet spot, and your money won’t just be numbers on a balance sheet. It will be yours.
5 Next Steps When You Are Concerned About an Aging Parent December 5, 2019 | General, Ogorek Blog, Retirement Follow these five steps to get the help you’ll need to make sure your aging parent is safe, cared for, and financially secure.
Spending: What to Do When You and Your Spouse are NOT on the Same Page? November 27, 2019 | Financial Planning, Ogorek Blog Money issues are one of the biggest sources of marital tension, and a leading factor in divorces. Here are five ways that you and your spouse can make sure you agree on your household spending, avoid surprises, and maximize the Return on Life ™ your money provides.
What is Your “Return on Life™”? November 27, 2019 | Financial Planning, Ogorek Blog, Retirement “Am I getting the best life possible with the money I have?” You may know how much money you have in the bank or the size of your portfolio, but do you know your Return on Life (ROL)? This approach towards financial planning allows you discover how well you are using your money to live your best life possible.