AARP’s Adam Shell interviewed Tony Ogorek, among other professionals, about the AI ChatBot being used for financial advice. To compare, he asked both AI and human advisers questions about saving, investing, and more to rate the results. Read the Full Article
AARP’s Adam Shell interviewed Tony Ogorek about converting a traditional 401(k) to a Roth IRA. Here are some tips he gave that may boost the chances of getting the biggest payoff on your rollover. Read More
The Buffalo News’ Matt Glynn interviewed Tony Ogorek for insight into the recent announcement from the IRS, extending the tax due date one month. This could apply to individuals, households, and business in Erie, Genesee, Niagara, St. Lawrence, and Suffolk counties. The new due date, if you file for an extension in time, would be… Read more »
WKBW’s Kristen Mirand interviewed Tony Ogorek to gain insights about the collapse of Silicon Valley Bank and Signature Bank over the weekend. Watch the Interview
MarketWatch’s Alisa Wolfson asks the experts, like Tony Ogorek, to help answer a question from a Veteran: “I’m a disabled veteran on a fixed income. I’m looking to reinvest a smaller portfolio in a new long-term retirement account. How can a financial adviser help me?” Read More
Why does the debt ceiling exist? How close are we to hitting it? And what would happen if the Nation defaults? The Buffalo News’ Jerry Zremski asks the experts, like Ogorek Wealth Management’s Tony Ogorek, for insight into what would happen, to the Nation and citizens, if the debt ceiling is hit. Read the Article… Read more »
Tony Ogorek shares his insights with MarketWatch about how much money you should have in savings. Read the Article
MarketWatch recently did an article about the 4% rule and found people frequently misunderstand it. Tony Ogorek shares his insights about what you need to know when it comes to this rule and what else aspiring retirees should be considering. Read The Article
Tony Ogorek contributed an article for the The Buffalo News’ Another Voice about the Biden-Harris Administration’s Student Debt Relief Plan. “The administration’s debt forgiveness program, while well intentioned, should serve as an admission that our present program for financing higher education costs is not only broken, but is a major contributor to the ever escalating… Read more »