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 »
According to a report published by Bloomberg, only 1.6% of job seekers relocated to take a new job in Q1 2023, an all-time low. More folks than ever value the freedom to work when, how, and where they want. Compromising on that freedom isn’t just about what’s best for your career. It’s a question of… Read more »
Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do with your assets when you’re no longer around to… Read more »
Northwestern University’s SuperAging Study defines a “SuperAger” as a person in their 80’s whose cognitive function is comparable to an average middle-aged person. These are the “sharp” seniors who keep learning, keep growing, and keep adapting to whatever life throws at them. SuperAgers also lose brain matter at a slower rate than average seniors and… Read more »
The Buffalo News’ Natalie Brophy and Grant Ashley interviewed Tony Ogorek for his insight into the restart of college loan payments and what borrowers should do next. Read the entire Interview
This is the final installment in our four part series on Social Security (if you have not read the previous blogs, here are the links to Part 1, Part 2, and Part 3). We’ve talked about the numbers, and it’s clear that waiting as long as possible to claim Social Security will generate the greatest monthly benefit;… Read more »