Newsletter, Taxes, Video Scott Cole 1/26/24 Newsletter, Taxes, Video Scott Cole 1/26/24 Tax Prepartion Time- 4 Things to Remember Read More Video, Financial Planning Guest User 1/11/19 Video, Financial Planning Guest User 1/11/19 Can I go to college on a budget? Read More Video Guest User 12/7/18 Video Guest User 12/7/18 What is an Investment "Glidepath"? Read More Video Guest User 11/16/18 Video Guest User 11/16/18 What are Target Date Funds? Read More Video Guest User 10/19/18 Video Guest User 10/19/18 Making your kids pay for your long-term care ... Read More Video Guest User 10/12/18 Video Guest User 10/12/18 Special Needs Trusts Read More Video Guest User 10/5/18 Video Guest User 10/5/18 Can you afford that mortgage? Read More Video Guest User 9/28/18 Video Guest User 9/28/18 The Costs of Investing Read More Video Guest User 9/21/18 Video Guest User 9/21/18 Mutual Funds vs ETFs Read More Video Guest User 9/14/18 Video Guest User 9/14/18 Passive versus Active Investing Read More Video Guest User 9/7/18 Video Guest User 9/7/18 Should I take a lump sum or an income stream from my pension? Read More Video Guest User 8/31/18 Video Guest User 8/31/18 Understanding Long-Term Care Insurance Read More Video Guest User 8/24/18 Video Guest User 8/24/18 Traditional IRA versus Roth IRA Read More Video Guest User 8/17/18 Video Guest User 8/17/18 What is a Living Trust? Read More Events, Newsletter, Personal Finance, Video Scott Cole 6/16/18 Events, Newsletter, Personal Finance, Video Scott Cole 6/16/18 A World Cup, creating memories and financial planning Read More Promotions, Video Scott Cole 1/25/17 Promotions, Video Scott Cole 1/25/17 Who is on your team? Read More Money Management, Video Scott Cole 8/10/16 Money Management, Video Scott Cole 8/10/16 Dimensional Fund Advisors on Independent Advice Read More Behavioral Finance, Investments, Money Management, Video Scott Cole 11/23/15 Behavioral Finance, Investments, Money Management, Video Scott Cole 11/23/15 DFA on Staying the Course Read More Promotions, Video Scott Cole 11/13/14 Promotions, Video Scott Cole 11/13/14 Somebody just won two tickets to see a top 5 college football matchup! Read More Video, Planning Scott Cole 9/17/14 Video, Planning Scott Cole 9/17/14 Congrats to Luke Hanson! Read More Older Posts
Newsletter, Taxes, Video Scott Cole 1/26/24 Newsletter, Taxes, Video Scott Cole 1/26/24 Tax Prepartion Time- 4 Things to Remember Read More
Video, Financial Planning Guest User 1/11/19 Video, Financial Planning Guest User 1/11/19 Can I go to college on a budget? Read More
Video Guest User 10/19/18 Video Guest User 10/19/18 Making your kids pay for your long-term care ... Read More
Video Guest User 9/7/18 Video Guest User 9/7/18 Should I take a lump sum or an income stream from my pension? Read More
Events, Newsletter, Personal Finance, Video Scott Cole 6/16/18 Events, Newsletter, Personal Finance, Video Scott Cole 6/16/18 A World Cup, creating memories and financial planning Read More
Promotions, Video Scott Cole 1/25/17 Promotions, Video Scott Cole 1/25/17 Who is on your team? Read More
Money Management, Video Scott Cole 8/10/16 Money Management, Video Scott Cole 8/10/16 Dimensional Fund Advisors on Independent Advice Read More
Behavioral Finance, Investments, Money Management, Video Scott Cole 11/23/15 Behavioral Finance, Investments, Money Management, Video Scott Cole 11/23/15 DFA on Staying the Course Read More
Promotions, Video Scott Cole 11/13/14 Promotions, Video Scott Cole 11/13/14 Somebody just won two tickets to see a top 5 college football matchup! Read More
Video, Planning Scott Cole 9/17/14 Video, Planning Scott Cole 9/17/14 Congrats to Luke Hanson! Read More