Sobieski Financial

11/02/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

10/30/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

10/28/2026

Charitable giving can be both impactful and tax-smart. Learn how Donor-Advised Funds, QCDs, and trusts can support your goals.

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

10/26/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

10/23/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

10/21/2026

Retirement income may feel stable, but the cost of living isn’t. Explore how retirees can plan for rising costs without losing long-term confidence.

10/19/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

10/16/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

10/14/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

10/12/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.