Matt Oberholzer
WORLD FINANCIAL PLANNING DAY
Every year on the first Wednesday in October, World Financial Planning Day is held to raise awareness about the importance of financial...
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Matt Oberholzer
Sep 62 min
National 401(k) Day
The Friday following Labor Day has been designated as National 401(k) day. It is dedicated to reminding all working people about the...
Matt Oberholzer
Aug 142 min
National Financial Awareness Day
Financial awareness is the key to financial security. Having a basic knowledge of finances and money management skills are essential.
Matt Oberholzer
May 202 min
National Be a Millionaire Day
May 20th is National Be a Millionaire Day. On this day pretend to be a millionaire or start working on your plans to become a millionaire...
Matt Oberholzer
Jan 13, 20233 min
Fourth Quarter Update
Market Update – 2022 Financial Highlight On January 4th, 2022, the DJIA hit an all-time high before a series of economic challenges hit...
Matt Oberholzer
Dec 16, 20221 min
New Year, New Plan - Changes to Retirement Savings Vehicles
In November we released a series of blogs with our “End-Of-Year Checklist”. The purpose of those were to make you aware that you only...
Matt Oberholzer
Nov 2, 20223 min
Year End Information - Conversions, Contributions, Loss Harvesting, FSA’s
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
Nov 1, 20222 min
Year End Information - Charitable Giving, RMD’s
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
Oct 31, 20222 min
Year End Information - Medicare, Open Enrollment & Social Security
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
Oct 3, 20222 min
Five Opportunities in a Down Market
It’s hard to be optimistic about your financial future when all you read and see on the news is “Recession, Bear Market, Inflation” but...
Matt Oberholzer
Jul 7, 20221 min
Bear Market Week! If You’ve Cashed Out Your Stocks, Start Easing Back In
If you’ve panicked and have already gone to a cash position, start dollar-cost averaging your way back into the market over the next 12...
Matt Oberholzer
Nov 4, 20213 min
Finance 101
Retirement, as a goal, is more easily achieved the earlier you start to plan for it.
Matt Oberholzer
Sep 2, 20213 min
COMMON HABITS OF HAPPY RETIREES
It takes a lot of time and hard work to retire well, so make it worth it. Here are seven happy habits that can improve your retirement.
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