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New Year’s Resolution Check-In
Most New Year’s resolutions fail by mid-January.
Not because people lack motivation — but because they lack systems.
Big goals. Invisible progress. Immediate discomfort.
If you want lasting results (in fitness or finances), build structure — not hype.
More in my latest blog.

Matt Oberholzer
Feb 133 min read


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
Aug 14, 20242 min read


National College Savings Plan Day
May 29th or 5/29 is known as National College Savings Plan Day because the most commonly used savings tool to prepare for the high...

Matt Oberholzer
May 29, 20242 min read


National Teach Your Children To Save Day
Teach Children to Save Day is observed each year on April 27 as a part of Financial Literacy Month. The day focuses on the importance of...

Matt Oberholzer
Apr 26, 20241 min read
Year End Information - Student Aid, Loan Forgiveness, 529 Contributions & Loan Payments
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 3, 20222 min read
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