The Saver’s Dilemma

October 21, 2020 | Financial Planning, General, Ogorek Blog, Retirement

Is now the time for risk averse investors to throw in the towel and move into the market? Looking outside the U.S. may provide perspective.

Pros and Cons of a 401(k) Rollover

October 9, 2020 | Financial Planning, General, Ogorek Blog, Retirement

When retiring, an important 401(k) question to consider is, should I stay or should I rollover? Here are the pros and cons of each side.

Advising Clients Who Exhibit Signs Of Cognitive Decline

September 25, 2020 | Financial Planning, General, Ogorek Blog, Retirement

With the benefit of longevity, comes the increasing risk of cognitive decline, notably Alzheimer’s disease or dementia.

Four Tips For Impactful Charitable Giving

September 11, 2020 | Financial Planning, Ogorek Blog, Retirement

With so many people in need of support, these 4 tips may help you get the most bang for your charitable donations buck.

Take the Money and Run?

August 28, 2020 | General, Ogorek Blog, Retirement

Although waiting to claim Social Security will generate the greatest monthly benefit, here are 4 reasons to claim your benefits early.

Are Your Investments Controlling You?

August 26, 2020 | Financial Planning, Markets, Ogorek Blog, Retirement

What is the best use of your time? The decision to manage your investments or turn over control to a professional depends on that answer.

Your Estate Plan Is More Than Just A Will

August 21, 2020 | General, Ogorek Blog, Retirement

Are your accounts titled properly in your estate? Here are some methods to ensure your assets transfer correctly to your beneficiaries.

How To Earn A Guaranteed 8% A Year

August 7, 2020 | General, Ogorek Blog, Retirement

What are the benefits to waiting until you are at Full Retirement Age to start Social Security benefits? What you should know before making that decision.

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.