Cobalt Private Wealth

Combining personal and business finances can lead to tax issues, legal risks, and hinder business growth. It’s a common mistake that can undermine your long-term success.

The Pitfalls of Mixing Personal and Business Finances Separate your personal and business finances. Dan Korleski is a financial advisor with Cobalt Private Wealth in Colorado Springs, CO.

Retirement has no do-overs. Are you making these 5 common financial mistakes? Learn how to shield your nest egg and retire with confidence.

Common Retirement Mistakes and How to Avoid Them Top financial mistakes retirees make. Dan Korleski is an independent fee-only financial advisor with Cobalt Private Wealth in Colorado Springs, CO.

Curious about how we can help with your financial future? Learn more about our services on our website today.

Services Cobalt provides all aspects of financial planning including: Family Dynamics Investment Management Cash Flow and Liability Management Education Planning Insurance and Asset Protection Estate Planning Business Succession Planning Concierge Services We gain a deep understanding of your situation and c...

Happy Fourth of July!

Taking today to appreciate the freedoms we have and the opportunity to help families work toward their financial goals.

Hope you have a great day with friends and family!

Elder financial abuse is a widespread problem.

This article shares clear, practical steps to help you recognize red flags, strengthen safeguards around your finances, and stay in control as you age.

How to Protect Your Finances From Elder Financial Abuse Practical ways seniors can protect their money from elder financial abuse. Dan Korleski is a fiduciary financial advisor with Cobalt Private Wealth in Colorado Springs, CO.

AI in portfolio management is neither entirely friend nor foe. Like most tools, its value depends on how it’s used and whether it’s paired with human judgment and long-term planning.

AI in Portfolio Management: Friend or Foe? AI is transforming investing fast. Learn the pros, risks, and limits of AI in portfolio management and retirement planning.

They say that age makes you wiser, but there’s no reason why you can’t learn some crucial lessons earlier in life!

What I Wish I Had Known About Money When I Was Younger In my over 30 years as a financial advisor, I’ve learned many lessons I wish I’d known when I was younger. Here are 5 lessons I wish I’d known sooner!

As a federal employee, you have access to an employee benefits package that can include healthcare, retirement, and life insurance benefits.

Here is an overview of the benefits the government offers its employees.

How to Maximize Your Federal Employee Benefits If you're a federal employee, you have a lot of benefits available to you. Are you maximizing them? Cobalt Private Wealth can help!

Working with a trusted financial partner is one of the most important decisions you can make. Whatever you hope to achieve, it's our mission to simplify the complexities of your financial life so you can focus on what matters most.

Get Started Now Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

At every stage of life, women should feel confident and empowered about asking important financial questions. The answers to these questions help gauge if you’re on the right track to meet your financial goals and maintain good financial wellness.

Empower Your Future: Key Financial Questions for Women at Every Life Stage Learn the financial questions women should ask at every age. Daniel Korleski is a fee-only financial advisor based in Colorado Springs, CO.