The New Estate Planning March 12, 2024 | Financial Planning, General, Ogorek Blog, Retirement The perception of estate planning is changing to an ongoing discussion focused on what's going on in your and your family’s lives.
3 Ways To Get Beyond A Retirement Rut February 27, 2024 | Financial Planning, General, Ogorek Blog, Retirement Try one of these three ideas to help you break out of your retirement rut and improve your Return on Life.
Could You Benefit From A Personal Board Of Directors? February 6, 2024 | Financial Planning, General, Ogorek Blog, Retirement Here are six people you should consider offering seats on your board to help improve your personal and professional goals.
Setting A Short-Term Financial Goal For 2024 January 23, 2024 | Financial Planning, General, Ogorek Blog Here are three reasons why you should consider adding some short-term financial goals to your 2024 financial plan.
Preparing Your Adult Children For Inherited Wealth January 16, 2024 | Financial Planning, General, Ogorek Blog No matter how good your children's financial habits are, they could still be unprepared for their role in your legacy plan.
Use KPIs To Achieve Your New Year’s Resolutions January 9, 2024 | Financial Planning, General, Ogorek Blog Instead of making resolutions, which most struggle to keep, develop key performance indicators (KPIs) to track your progress.
The Hidden Tax From Rising Interest Rates December 19, 2023 | Financial Planning, General, Ogorek Blog An effect of rising interest rates could be a surprise bill to some from underpaying taxes. Learn what you can do to avoid a penalty.
Do You Have a Philosophy of Giving? December 5, 2023 | Financial Planning, General, Ogorek Blog Would you like a more intelligent way to support causes that are important to you? Developing a philosophy of giving may help.
Thinking Positively To Improve Healthspan And Return On Life November 28, 2023 | Financial Planning, General, Ogorek Blog Incorporate these three mind hacks into your daily wellness routine to improve your perspective and your Return on Life.