Blog
Every once in a while, I like to share a few ideas on some topics that are near and dear to me or just things I have some observations about in the world of finance or popular culture. Hopefully it is insightful and informative for everyone who stops by to read.
Discussing Finances Over the Holidays
The holiday season is upon us; from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there's little doubt that "the most wonderful time of the year" has arrived. Hopefully...
Read MoreVictim of Online Fraud?
Keeping your PII (personally identifiable information) safe in today’s online environment is more challenging than ever. There may not be one simple solution for protecting your digital identity, but you can thwart criminals.
Read More5 Types of Insurance Your College Student May Need
“One day you’re changing diapers, and the next you’re sending them off to college.” When you send them off, don't forget that they need insurance.
Read MoreHow Are We Doing? A Monthly Outlook
It helps to have a monthly recap of where things stand. In this How Are We Doing check in, we hope to give you a few things to consider and hopefully we can be of assistance in some way for any questions you may have.
Read MoreDisaster Preparedness: Plan for the Unexpected
The changing weather conditions over the past few years have made severe storms more prevalent; they make headlines almost daily. While we certainly hope you never experience a devastating disaster, if you do, it’s best to be prepared!
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Ways to Put Your Tax Refund to Work
Like making healthy choices, a tax refund can present the opportunity to splurge. But, more importantly, it’s a chance to put yourself in a better financial position.
Read MoreBudget, Insure, and Invest Wisely
At Kobo Wealth Strategies, our mantra is "helping you budget, insure, and invest wisely". What does that mean though? How do we help our clients to do those things effectively?
Read MoreDaylight Savings – Tips to Spring Forward
The time is here again! Twice a year, we adjust our clocks and disrupt sleeping patterns, work schedules, and the balance of our day.
Read MoreSECURE Act 2.0: How Will Provisions Impact Your Retirement?
The new SECURE 2.0 Act addresses additional issues related to retirement savings, creating new flexibility and accessibility to help individuals plan for a more secure future.
Read MoreIncome Tax Checklist to Stay on Track
Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible.
Read MoreMake 2023 Your Best Year Ever
The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do.
Read More5 Tips to Budget Discipline
As we come to the end of the year, many of us may not have had the financial success we were seeking. Check out the 5 tips to budget discpline.
Read MoreStop Stalling! Get Started on Your Estate Plan
If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step and get started.
Read MoreMind Over Markets – A Behavioral Guide to Investing
When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Here's why it is not the time to panic and lose long-term focus.
Read More5 Types of Insurance Your College Student May Need
What are other insurances you may want to consider for your college student while they’re away from home?
Read MoreSeptember Is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.
Read MoreShould You Use Your Retirement to Pay for College?
You might be eyeing your individual retirement account (“IRA”) for help. Is it worth tapping your IRA to help pay for college? Let’s talk about it!
Read More5 Reasons You Need Life Insurance
The question I often get is how do I determine the appropriate level of life insurance and what should I consider when getting it? Here are 5 reasons why you need life insurance.
Read More3 Tips for the Second Half of 2022
Now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be challenging to know where to start.
Read MoreBreaking Down the Great Resignation
Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement.
Read MoreReminder: FAFSA Filing Deadline
Current or prospective college students who may be eligible for aid and should fill out the Free Application for Federal Student Aid (FAFSA) between October 1 of the prior year and June 30 of the current year.
Read MoreWeekly Market Insights: Inflation Takes Center Stage
Inflation has taken centerstage in the midst of a volatile market. There are several other factors contributing to the market volatility which has persisted during the first half of the year. Here are a few insights.
Read MoreProtect Yourself From Cyber Crime
The internet makes it possible for many of us to work from home, to shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with risk and cyber criminals are upping their game.
Read MoreLife Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change.
Read More5 Great Finance Blogs
Our clients frequently ask for helpful online financial resources, so here are five websites we like, starting with the most elementary and working our way up to in-depth financial
Read MoreLong-term Care Could Save Your Nest Egg
Our retirement assets could be impacted by a long-term care need during our retirement years. The best way to avoid this pitfall is to plan appropriately with the right solutions. We can help with this.
Read MoreDon’t Shred Those Tax Documents Yet!
It makes sense to understand what documents to keep and which ones to get rid of. During this tax season, take a look at what we suggest once you complete your taxes.
Read MoreShould You Care About Britney’s Conservatorship Battle?
You may have noticed that Britney Spears’ name has been back in the news over the last few months. While early-aughts culture is certainly experiencing a resurgence in popularity, Britney Spears is making news due to a legal...
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