by kobelfinancial | May 14, 2025 | Events
Navigating the Future Join us on May 20th, 2025 from 8am to 1pm at the Rochester Museum and Science Center Eisenhart Auditorium. [ Download Event Flyer ]
by kobelfinancial | Jan 29, 2024 | Financial Planning Forms
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these plans allow you...
by kobelfinancial | Jan 29, 2024 | Financial Planning Forms
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them. To start, some basics....
