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The Honeymoon Phase

January 22, 2021 | General, Ogorek Blog, Retirement

When planning for retirement, MIT AgeLab describes four phases. Here are some tips to help you navigate the first phase, the Honeymoon.

Don’t Confuse Brains With A Bull Market

January 6, 2021 | Financial Planning, General, Ogorek Blog, Retirement

Were you fortunate enough to realize some outsize winners in 2020? Now is the time to develop a strategy for preserving those gains.

The Cost Of A Fragmented Financial Life

December 23, 2020 | Avoiding The Lawyer Tax, Financial Planning, General, Ogorek Blog, Retirement

When did you last clean out your “financial garage”? Learn how to get higher returns and pay less taxes with these tips.

8,000 Days Of Retirement

December 18, 2020 | General, Ogorek Blog, Retirement

Most people know what a day in retirement will look like, but not years. Learn how to plan for retirement based on MIT's AgeLab's 4-phases.

How A Small Thing Can Lead To A Big Difference

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

What is one small step people can take to improve their financial relationship with their family? Here are three suggestions you can try.

What Do You Think Is A Safe Asset?

November 25, 2020 | Financial Planning, General, Markets, Ogorek Blog, Retirement

The safety of an asset is not just based on its historical performance, but your perception of how it will behave over the short term.

How The Pandemic Will Shape The Future Of Senior Living

November 20, 2020 | General, Ogorek Blog, Retirement

With the technological advances during this time, how and where elderly individuals will spend their golden years have changed.

It Can Happen To Anyone

November 13, 2020 | Financial Planning, General, Ogorek Blog, Retirement

If you don't know what to look for, you may be easy prey for scammers. Here are five telltale signs to help you avoid being a victim.

Helping Financially Vulnerable Clients

November 6, 2020 | General, Ogorek Blog, Retirement

Due to our long-term client relationships, we are in position to identify, protect, & report changes that may cause them financial issues.

Ogorek Wealth Management, LLC