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Author Archives: Cobalt Private Wealth

Blog Why I Became A Financial Advisor
August 31, 2020in Blog 0 Comments 1 Likes

Why I Became A Financial Advisor

By Daniel Korleski, MBA There are many reasons you probably chose your career. Maybe it was the excitement of future opportunities, the salary, or the flexibility. For me, my reason

by Cobalt Private Wealth
Blog Strategies To Retain Your Financial Security During The 2020 Financial Crisis
August 31, 2020in Blog 0 Comments 0 Likes

Strategies To Retain Your Financial Security During The 2020 Financial Crisis

By Daniel Korleski, MBA After enjoying an 11-year bull market, things sure have changed. Even multiple months after its introduction, COVID-19 is still wreaking havoc across the globe. Unemployment is

by Cobalt Private Wealth
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Recent posts

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    Your Retirement Portfolio Withdrawal Rate: Is 4% Optimal?

    Is your retirement plan optimized? The 4% Rule might not…
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  • 2025’s Best Tax Deductions for Small Businesses & Startups
    April 7, 2025

    2025’s Best Tax Deductions for Small Businesses & Startups

    By Daniel Korleski, MBA As a small business owner or…
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  • Hidden Tax Savings: Deductions Most People Forget
    March 2, 2025

    Hidden Tax Savings: Deductions Most People Forget

    By Daniel Korleski, MBA Most of us just want to…
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