Cobalt Private Wealth

07/08/2026

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.

Separate your personal and business finances. Dan Korleski is a financial advisor with Cobalt Private Wealth in Colorado Springs, CO.

07/07/2026

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

Top financial mistakes retirees make. Dan Korleski is an independent fee-only financial advisor with Cobalt Private Wealth in Colorado Springs, CO.

07/06/2026

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

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...

07/04/2026

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!

07/03/2026

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.

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.

07/01/2026

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 is transforming investing fast. Learn the pros, risks, and limits of AI in portfolio management and retirement planning.

06/29/2026

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

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!

06/26/2026

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.

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

06/24/2026

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.

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.

06/22/2026

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.

Learn the financial questions women should ask at every age. Daniel Korleski is a fee-only financial advisor based in Colorado Springs, CO.