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
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 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 19, 20212 min
CHILD TAX CREDIT
Families will see a child tax credit starting on July 15. Here's what you need to know.
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