If I Could Only Teach Two Financial Lessons
April 11, 2026
By Daniel Korleski, MBA Have you ever had that moment where you think, Why didn’t anyone teach me this sooner? It’s a feeling I’ve…
Insights
Money and Values
Notes on planning, markets, taxes and the decisions that come with them.
Rebound Financially: Turn Mistakes Into New Year Wins
January 6, 2025
By Daniel Korleski, MBA The new year provides a perfect opportunity for a fresh start, a chance to reflect on past mistakes, and a…
Finding Gratitude This Thanksgiving Season
November 4, 2024
By Daniel Korleski, MBA At Cobalt Private Wealth, Thanksgiving gives us a special chance to reflect on all we’re grateful for. While financial stability…
Balancing Faith and Finances: How to Include Tithing in Your Financial Strategy
September 4, 2024
By Daniel Korleski, MBA If you’re like many folks, you know life isn’t just about saving and piling up money; it’s about being responsible…
Empower Your Future: Key Financial Questions for Women at Every Life Stage
May 1, 2024
By Daniel Korleski, MBA At every stage of life, women should feel confident and empowered about asking and answering important financial questions. The answers…
Sweep Away Financial Clutter: Your Complete Guide to Spring Cleaning Your Finances
March 8, 2024
By Daniel Korleski, MBA As winter begins to fade into the background, it’s the perfect time for renewal, organization, and a fresh start. Improving…
Raising Money-Wise Kids: 3 Tips on Teaching Financial Responsibility
June 13, 2023
By Daniel Korleski, MBA Empowering your children with financial literacy is one of the greatest gifts you can give them. As a parent, you…
Top 6 Habits of Financially Successful People
April 3, 2023
By Daniel Korleski, MBA Our individual definitions of success may differ, but there are certain habits that financially successful people have in common. From…
Happy Thanksgiving: Here’s What We’re Grateful For
November 16, 2022
By Daniel Korleski, MBA There’s no better time than right now to stop and take stock of all we have to be grateful for.…
Questions these raise are the ones worth asking.
Reading about a strategy and knowing whether it applies to you are different things. A short call settles the second one.