Broker Check


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.

Friday, February 9, 2024

A successful marriage takes two individuals who are willing to work together based on shared goals and vision. One challenging area for couples to navigate, especially early in marriage is the issue of finances.

Wednesday, January 10, 2024

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.

Friday, December 1, 2023

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...

Thursday, October 5, 2023

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.

Wednesday, August 16, 2023

“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.

Show All

Thursday, August 10, 2023

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.

Wednesday, July 5, 2023

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! 

Friday, May 5, 2023

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.

Tuesday, April 11, 2023

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?

Tuesday, March 7, 2023

The time is here again! Twice a year, we adjust our clocks and disrupt sleeping patterns, work schedules, and the balance of our day.

Wednesday, January 25, 2023

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.

Tuesday, January 17, 2023

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.

Monday, January 9, 2023

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.

Friday, November 18, 2022

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.

Friday, October 14, 2022

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.

Monday, October 3, 2022

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.

Friday, September 16, 2022

What are other insurances you may want to consider for your college student while they’re away from home?

Thursday, September 1, 2022

September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.

Wednesday, August 31, 2022

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!

Friday, August 12, 2022

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.

Friday, July 29, 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.

Wednesday, June 15, 2022

Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement.

Wednesday, June 1, 2022

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.

Wednesday, May 18, 2022

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.

Tuesday, April 26, 2022

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.

Wednesday, March 23, 2022

Friday, March 18, 2022

Wednesday, March 9, 2022

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.

Wednesday, March 2, 2022

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

Tuesday, February 15, 2022

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.

Monday, January 31, 2022

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.

Saturday, August 28, 2021

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...