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Blogs

How Well Are You Investing Your Time?

Tracy L. Sherwood, CFP® tracy.sherwood@ogorek.com You don’t want to miss this brief video with some friendly banter between Warren Buffet and Bill Gates as they discuss Warren’s calendar of scheduled activities. Warren reminds us that you control your time. Time is...

Year-End Money Moves

Tracy L. Sherwood, CFP®tracy.sherwood@ogorek.com There's still time to make 2018 a little more lucrative. Rather than starting 2019 with another financial resolution, Sharon Epperson's host of CNBC Digital video series, "Retire Well" and "Your Money, Your...

What’s Your Financial Planning Sign?

Anthony Ogorek, CFP®, Ed D.tony@ogorek.com Zodiac signs can be a fun way of finding out more about ourselves. This infographic takes a look at what your astrological sign can tell you about your financial and emotional tendencies. Take a moment to see...

9 Things a College Student Should Know

Students need to get the most out of every dollar they can get their hands on. Understanding the concepts of the “9 Things” will help students navigate the increasingly troubled financial waters of obtaining their college degree, as well as provide resources for...

Women and Financial Wellness

Our life journeys can be significantly different due to family, marital status, career, health, and longevity which necessitate financial planning for lifelong financial security and peace of mind. Women face some very specific challenges along the way. We need to...

Family Caregivers Take a Financial Hit

Women caregivers are twice as likely than non-caregivers to end up in poverty.  On average, women caregivers lost in excess of $300,000 in lost wages, Social Security and retirement benefits over a lifetime. This graphic, courtesy of the Women's Institute for a Secure...