Social Insecurity?

July 31, 2020 | Financial Planning, Ogorek Blog, Retirement

When is Social Security going to run out of money? If Congress doesn't take action, annual payroll tax revenue won't cover the full amount needed.

You Can Pay Me Now, Or You Can Pay Me Later

July 17, 2020 | Financial Planning, Ogorek Blog, Retirement

Have you been thinking about contributing to a Traditional or a Roth IRA? Before you do, check out these factors before making an investment.

A Bribe Worth Taking

July 10, 2020 | Financial Planning, Ogorek Blog, Retirement

Do you know how an employer 401(k) plan match works? Check out the Q&A to see why this is a bribe you can’t afford to pass up.

Who Should You Trust As Your Trustee?

June 26, 2020 | Financial Planning, General, Ogorek Blog, Retirement

When drafting a trust, should you select someone who knows the beneficiaries or a corporate trustee? Before you make a decision, consider these 4 factors.

Just Because You Can, Doesn’t Mean You Should

April 22, 2020 | Financial Planning, Ogorek Blog, Retirement

Taking a loan from your 401(k) plan may seem like a good idea, but here are the three ways a “K-plan” loan can backfire on you.

A Volatile Stock Market Shouldn’t Interrupt You Living the Good Life

March 6, 2020 | Financial Planning, General, Markets, Ogorek Blog, Retirement

How to tell if you’re on track financially, despite how the market is behaving.

New Education Opportunities Help Retirees with a Second Act

February 21, 2020 | Ogorek Blog, Retirement

Many universities are creating programs directly for seniors. Check off these 3 reasons to find out if that could be the right step for you.

The “ABCDE” Method to Avoiding Knee-Jerk Reactions to Negative Financial Events

February 14, 2020 | Financial Planning, Markets, Ogorek Blog, Retirement

To avoid making a bad, emotion-based financial decision, Dr. Martin Seay’s “ABCDE” can help you work through your reactions to distressing financial news and arrive at a positive outcome. Dr. Seay is a specialist in positive psychology.

How Does Your Retirement Savings Compare to Other People Your Age?

February 7, 2020 | Financial Planning, Ogorek Blog, Retirement

Wondering about where your retirement savings “should be” by what age? Then check out these numbers with the proper context.