Focus on Good Habits for Your Health and Finances for a Fulfilling Retirement

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

Find out why developing good habits can lead to big dividends down the road for both your health and your nest egg.

A Holiday Family Meeting Can Ring in a Productive New Year

December 19, 2019 | Financial Planning, Ogorek Blog, Retirement

The holiday atmosphere might just set the perfect mood for a positive and productive discussion. Here are three important topics to discuss with your family while you’re all in town and together.

Improve Your Relationship with Money by Answering These 5 Questions

December 13, 2019 | Financial Planning, General, Ogorek Blog, Retirement

Take time to answer these 5 questions and you’ll do a better job of living your best life possible with the money you have.

Transitioning from a Work Identity to a Retirement Identity

December 13, 2019 | Ogorek Blog, Retirement

Even if you’re really looking forward to retirement, you might find this adjustment more difficult than you’re anticipating. Here are 4 ways to craft a new retirement identity that will be much more fulfilling than Semi-Pro Couch Potato.

Giving: How To Do The Most Good Without Disrupting Your Financial Plan

December 11, 2019 | Financial Planning, Ogorek Blog, Retirement

Incorporating charitable giving into your financial plan is a great way to make sure that your generosity is aligned with the things that are most important to you.  Check out how to plan around key issues to make sure your good intentions don’t throw off the rest of your long-term planning.

Savings: Does Your Desire to Save Match Your Reality?

December 5, 2019 | Financial Planning, Ogorek Blog, Retirement

How do you find that balance between enjoying today and preparing for tomorrow? We can help you to find that sweet spot, and your money won’t just be numbers on a balance sheet. It will be yours.

5 Next Steps When You Are Concerned About an Aging Parent

December 5, 2019 | General, Ogorek Blog, Retirement

Follow these five steps to get the help you’ll need to make sure your aging parent is safe, cared for, and financially secure.

What is Your “Return on Life™”?

November 27, 2019 | Financial Planning, Ogorek Blog, Retirement

“Am I getting the best life possible with the money I have?” You may know how much money you have in the bank or the size of your portfolio, but do you know your Return on Life (ROL)? This approach towards financial planning allows you discover how well you are using your money to live your best life possible.

Is Your Money Being Used to Improve Your Life?

November 22, 2019 | Financial Planning, Ogorek Blog, Retirement

You don’t give up on the best of life or the best parts of yourself just to get money.  Money is there to serve you, not vice versa. Return on Life puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind.