Financial Planning is About Making Your Life Plan a Reality

November 15, 2019 | Financial Planning, Ogorek Blog, Retirement

The earlier you start thinking about how you can use your money to balance your vocation with vacation, your sense of personal and professional progress with recreation and pleasure, and the demands of supporting your family with achieving your individual goals, the freer you’re going to feel.

Take Retirement for a Test Drive

November 8, 2019 | Ogorek Blog, Retirement

Retirement doesn’t have to be all or nothing right away.  If just thinking about retiring makes you jittery, use these tips to ease into retirement a little at a time.

How Will You Fill In Your Retirement Calendar?

November 8, 2019 | Ogorek Blog, Retirement

Once you actually retire, you might find that your daily routine isn’t quite as different as you expected, and that there isn’t quite as much blank space as you’d anticipated. With some reflection and a little intentional thinking, you can fill in the rest of your agenda with activities and experiences that will bring meaning and happiness to your retirement.

How Will You Practice Your “ART” in Retirement?

November 8, 2019 | Ogorek Blog, Retirement

When today’s successful retirees stop working, they learn the “ART” of retirement.  It’s about Activity, Relationships, and Time. They experiment, try new things, make new connections, and eventually they create a new daily routine focused on the people and passions that make their lives fulfilling.

Add Some Adventure to Your Retirement

November 7, 2019 | Ogorek Blog, Retirement

Many retirees are exploring new types of travel to keep their itineraries fresh and their experiences invigorating.

When It Comes To The Fed, Third Time’s The Charm

November 1, 2019 | Markets, Ogorek Blog

The market’s performance depends heavily on whether the third cut is the Fed’s last, or whether additional cuts soon followed.

Get Your House In Order Before You Retire

October 25, 2019 | Ogorek Blog, Retirement

Before you and your spouse order that dumpster and make a down payment on that condo, consider these important pros and cons of downsizing.

The Purpose of Money is NOT Just to Make More of It

October 18, 2019 | Financial Planning, Ogorek Blog, Retirement

There is a purpose to having money and growing your wealth, but what money can’t do is create purpose in and of itself.

Is The Aging Population The Cause Of Lower Interest Rates?

October 17, 2019 | Markets, Ogorek Blog

Economist and investors have long been pondering the cause of the structural decline in interest rates over the past 40 years, blaming stubbornly low inflation, low growth overseas and the recent financial crisis. But is the explanation something much more simple?