In a world that inundates us with bad news and angry vibes, maybe it should be. Whether you keep a daily gratitude journal or reflect on all you have over your morning coffee, gratitude can have tangible physical and emotional benefits. Here are three ways that being mindful of all you have can improve… Read more »
Your legacy is bigger than your balance sheet. That’s why we believe that an effective estate plan, which protects and distributes your assets, is only one part of your larger legacy plan. Taking a Life-Centered approach to your legacy can use your intangible assets as a guide for transferring wealth, giving your heirs important lessons… Read more »
When you’re a new retiree, staring at that blank page where your work schedule used to be, time might seem so abundant that you forget just how valuable it really is. But if you treat retirement like an endless weekend, you might be surprised to look up in a month, a year, or a couple… Read more »
The hustle and bustle of raising and supporting your family can make it tough to find time to get away. But if you don’t start crossing items off your family bucket list, another school year, and then another summer, will be in the rearview mirror before you know it. You can involve the whole… Read more »
Yahoo! finance’s Yaёl Bizouati-Kennedy interviewed Tony Ogorek to gain some insight into the certain situations that would make it wise to roll over a traditional 401(k) plan into a Roth IRA. Read the Full Interview
WBEN interviewed Tony Ogorek to discuss some new provisions coming in 2024 that will allow you to use money put into a 529 plan (for your child’s college education) and roll it over into a Roth IRA, but there are strings attached. Listen to the Entire Interview
There’s been so much chatter about potential drawbacks of AI like ChatGPT and Google Bard that many people are overlooking how AI can improve Return on Life. From automating mundane tasks to performing more efficient internet searches, there are almost limitless applications for these services — if you know how to get the most out… Read more »
I recently attended a memorial service for a client of thirty years. His body reached the age of 90, but his mind was as incisive as ever, and he retained an infectious sense of humor until the very end. The last time I saw him was at a holiday lunch we had in December. At… Read more »
It’s back-to-school season, which means it might be a good idea for parents to think about something their kids won’t be learning in a classroom this year: how to manage money. While there has been a growing movement in some states to include financial literacy as a high school graduation requirement, most kids head… Read more »