Resources — ColeFP and Wealth Managment, Inc.

Traditional IRA versus Roth IRA

Traditional IRA versus Roth IRA

VideoGuest UserAugust 24, 2018Comment

What is a Living Trust?

What is a Living Trust?

VideoGuest UserAugust 17, 2018personal finance, trust, revocable living trust, retirementComment

Reading the Plum Leaves

Reading the Plum Leaves

Behavioral Finance, Investments, NewsletterScott ColeAugust 3, 2018Trees, Market Cycles, Foresight, Hindsight, Market TimingComment

Franklin Turns 50!

Scott ColeAugust 2, 2018Comment

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

I often feel out of place

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

What the Yanny/Laurel Brush Up Teaches Us about Investing

Behavioral Finance, Newsletter, TechnologyScott ColeJune 1, 2018Behavioral Finance, Biases, Investing, InternetComment

A Financial Planning Story

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

October is "Living Securely in a Digital World" Month!

Guest UserOctober 4, 2017Comment

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

“Budget” and “Cash Flow”: Why these should not be considered dirty words

Guest UserApril 19, 2017Comment

Adviser Compensation and Conflicts of Interest

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

Saving and Investing Tips for the Control Freak

Guest UserFebruary 12, 2017taxes, Investing, expensesComment

Your Actively Managed Fund May Be Costing You More Than You Think

InvestmentsGuest UserJanuary 29, 2017Investing, mutual fund, expensesComment

Who is on your team?

Promotions, VideoScott ColeJanuary 25, 2017YouTube, Goalsetting, soccerComment

Should you use a debit card?

Should you use a debit card?

Guest UserDecember 29, 2016Comment

Dimensional Fund Advisors on Independent Advice

Money Management, VideoScott ColeAugust 10, 2016Independent, objective, DFA, Weston WellingtonComment

Getting There Newsletter Carousel!!!

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