Personal Finance — Resources — ColeFP and Wealth Managment, Inc.

Posts in Personal Finance

Back To School

Kids and Money, Personal Finance, Employee BenefitsGuest UserAugust 25, 2022employee benefits, back to school, French, pom, pomodora technique, HSA, FSAComment

Little and Often

Life seems to happen so fast, we dismiss the value of being slow.

Newsletter, Personal Finance, Psychology of MoneyScott ColeJanuary 23, 2021Scarcity, turtle, hare, aesop fable, compounding, mortgage, pace of life, procrastination, race, debt management, investing, estate planning, writing, intentionalityComment

Some weeks we just feel things

Personal, Personal Finance, Psychology of Money, Financial PlanningScott ColeMay 16, 2020Covid-19, Guilt, Gratitude, N, investments, PPP, SBA, productivityComment

The "Latte Factor" and Reality

Money Management, Personal Finance, Saving and InvestingGuest UserMay 23, 2019latte factorComment

Should Savings Really Be Delayed Gratification?

What would have happen if we started to believe:

To save is to be grateful there is money to save?
To save is to celebrate the resistance of the myth of consumptive satisfaction?
To save is acknowledgement of life being lived in abundance?

Personal Finance, Saving and InvestingScott ColeSeptember 13, 2018Jonathan Clements, Savings, Abundance, Scarcity, Wall Street Journal, Debt, Spending, Consumerism, Financial Media, Gratitude, Delayed GratificationComment

A World Cup, creating memories and financial planning

A World Cup, creating memories and financial planning

Events, Newsletter, Personal Finance, VideoScott ColeJune 16, 2018World Cup, Soccer, Vacation, Travel, Financial planningComment

I often feel out of place

Personal Finance, Newsletter, FiduciaryScott ColeJune 12, 2018Gratitude, Introvert, Awkward, Client CareComment

A Financial Planning Story

Newsletter, Personal Finance, PlanningScott ColeFebruary 2, 2018Financial planning, Real Life, Decisions, disappointment, OpportunityComment

Home Buying Advice: Qualifying for a Mortgage vs What You Can Really Afford

Home Buying Advice: Qualifying for a Mortgage vs What You Can Really Afford

Debt Management, Personal FinanceGuest UserJuly 20, 2017mortgage, expenses, home buyingComment

How can a Fee-Only Financial Planner help me?

Personal Finance, Money ManagementGuest UserMay 21, 2017fee-only, financial plannerComment

Adviser Compensation and Conflicts of Interest

Fiduciary, Investments, Personal FinanceGuest UserMarch 5, 2017Investing, financial advice, Hiring advisor, Fiduciary, Financial planningComment

Getting There Newsletter Carousel!!!

Kids and Money, Newsletter, Personal FinanceScott ColeAugust 5, 2016Netflix, Summer, Olympics, 401(k)Comment

Attempting to Quantify the Value of Financial Advice

Behavioral Finance, Personal Finance, PlanningScott ColeFebruary 11, 2016advisoralpha, value, financial advice, kitces, vanguardComment

Short Term Lending is Bad for Your Financial Health

Personal Finance, Money Management, Debt ManagementScott ColeMarch 25, 2015Lending, Obama, Debt, Predatory LendingComment

Snarky Answer to Important ?

Newsletter, Personal Finance, PlanningScott ColeNovember 3, 2014Merrill Lyncy, Wirehouse, Fiduciary, RIA, Financial planning, Hiring advisorComment

A Few Financial Tips for Couples on Valentine's Day

A Few Financial Tips for Couples on Valentine's Day

Personal FinanceScott ColeFebruary 13, 2014Communication, Relationships, Debt, TransparencyComment