The Hidden Tax From Rising Interest Rates December 19, 2023 | Financial Planning, General, Ogorek Blog An effect of rising interest rates could be a surprise bill to some from underpaying taxes. Learn what you can do to avoid a penalty.
When To Keep Or Replace Family Traditions December 11, 2023 | General Add to everyone's Return on Life this holiday season by re-evaluating your traditions. These signs might show it's time for new memories.
Do You Have a Philosophy of Giving? December 5, 2023 | Financial Planning, General, Ogorek Blog Would you like a more intelligent way to support causes that are important to you? Developing a philosophy of giving may help.
Thinking Positively To Improve Healthspan And Return On Life November 28, 2023 | Financial Planning, General, Ogorek Blog Incorporate these three mind hacks into your daily wellness routine to improve your perspective and your Return on Life.
Daily Gratitude Can Increase Return On Life November 14, 2023 | General Being mindful of all you have can improve your ROL & inspire you to spread that gratitude to your loved ones and your wider community.
Legacy Planning Is More Than Estate Planning October 27, 2023 | Financial Planning, General, Ogorek Blog, Retirement Try this 3-step process to start memorializing more than just the money you've earned, giving your heirs important lessons on Return on Life.
Being A Good Steward Of Your Time In Retirement October 16, 2023 | Financial Planning, General, Ogorek Blog, Retirement Here are some ideas to help you manage your days during retirement with a sense of purpose and contentment.
Develop A Family Bucket List September 29, 2023 | Financial Planning, General, Ogorek Blog Use this 4-step process to create and organize your family bucket list to gain more Return on Life while you're all under one roof.
WBEN’s Interview: “Tony Ogorek On A New Provision Allowing Some 529 Money To Roll Over To A Roth IRA” September 21, 2023 | General Tony Ogorek shares some insight into the 2024 provisions that would allow parents to take money from a 529 plan and move it into a Roth IRA.