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
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
Apr 261 min
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
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
Jul 6, 20222 min
Bear Market Week! Do What Warren Buffet Would Do
Okay, okay…easier said than done, but you can follow his principles. Resist the temptation to do something just for the purpose of...
Matt Oberholzer
Nov 4, 20213 min
Finance 101
Retirement, as a goal, is more easily achieved the earlier you start to plan for it.
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