Kobo Wealth Strategies

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Kobo Wealth Strategies Helping you budget, insure, and invest wisely. For full disclosures, please see our website at www.kobowealthstrategies.com

What financial goal did you set at the beginning of the year?Are you on track?Did your priorities change?Is there anythi...
10/16/2026

What financial goal did you set at the beginning of the year?

Are you on track?
Did your priorities change?
Is there anything you can still do before December 31?

The 4th quarter gives you one last opportunity to review the game plan, make adjustments, and set yourself up for the year ahead.

Finish 2026 strong. Start 2027 prepared.

Your year-end financial review should start with understanding where you stand.Take a look at:📊 What you’ve earned this ...
10/15/2026

Your year-end financial review should start with understanding where you stand.

Take a look at:

📊 What you’ve earned this year
💰 What you’ve saved
📈 How your investments have performed
🏦 What you’ve contributed toward retirement
🎯 Whether you’re still on track for your goals

Knowing your numbers gives you the information you need to make smarter decisions before the year ends.

Check the scoreboard before calling the next play.

Before the year wraps up, take a look at whether you’ve taken advantage of opportunities such as:✔️ Maximizing eligible ...
10/13/2026

Before the year wraps up, take a look at whether you’ve taken advantage of opportunities such as:

✔️ Maximizing eligible retirement contributions
✔️ Reviewing tax-loss harvesting opportunities
✔️ Rebalancing your portfolio if needed
✔️ Using available employer benefits
✔️ Checking whether your savings strategy still supports your goals

Some financial opportunities have deadlines. The 4th quarter is the time to review, not wait until the clock runs out.

Come join us for our upcoming Webinar Retirement Is Coming… Now What? On October 26, 2026 7:00pmWe’ll talk about the new...
10/12/2026

Come join us for our upcoming Webinar Retirement Is Coming… Now What? On October 26, 2026 7:00pm

We’ll talk about the news, your financial picture, and answer your questions. Learn more here: https://www.kobowealthstrategies.com/events

There’s still time to make meaningful financial moves before the year ends.Consider using these final months to review:•...
10/09/2026

There’s still time to make meaningful financial moves before the year ends.

Consider using these final months to review:

• Retirement contributions
• Investment performance and allocation
• Tax planning opportunities
• Cash reserves and savings goals
• Any major financial changes coming in 2027

You don’t need to overhaul the entire game plan. Sometimes, the biggest difference comes from making the right adjustments at the right time.

Finish the year with intention.

Join us for Retirement Is Coming… Now What? on October 26 for a one-hour webinar focused on the key financial decisions ...
10/08/2026

Join us for Retirement Is Coming… Now What? on October 26 for a one-hour webinar focused on the key financial decisions to consider as you approach retirement, from creating an income strategy to preparing for the years ahead.

📅 October 26, 2026
🕖 7:00–8:00 PM EST
💻 Webinar

Save your seat and take the next step toward a more confident retirement.

🍂 October is a good time for a financial check-in.There are only a few months left in the year. Before the holidays and ...
10/07/2026

🍂 October is a good time for a financial check-in.

There are only a few months left in the year. Before the holidays and year-end deadlines arrive, take a moment to review:

• Your retirement contributions
• Your investment strategy
• Your tax situation
• Your savings goals
• Any major financial changes coming in 2027

A little planning now can help you head into the new year with greater clarity and confidence.

Don’t wait until December to start thinking about next year.

How solid is your estate plan? We have resources readily available to help you learn where to start with your plan. Cont...
10/05/2026

How solid is your estate plan? We have resources readily available to help you learn where to start with your plan. Contact for more details!

📊 Did you know that October is National Financial Planning Month?Whether you’re just starting your financial journey or ...
10/01/2026

📊 Did you know that October is National Financial Planning Month?

Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future. 🗺️

Here are some tips to consider:
✅ Set realistic goals
✅ Track spending & savings
✅ Review insurance & retirement goals

📲 Have questions or need help getting started? Reach out today and let’s get connected!

Address

90 East Halsey Road, Suite 328
Parsippany, NJ
07054

Telephone

+18622035012

Website

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