Guest User 12/7/18 Guest User 12/7/18

What is an Investment "Glidepath"?

Guest User 11/16/18 Guest User 11/16/18

What are Target Date Funds?

Guest User 11/12/18 Guest User 11/12/18

My CFP® Journey - A personal story

Guest User 11/2/18 Guest User 11/2/18

Avoiding conflict when combining finances

Scott Cole 10/26/18 Scott Cole 10/26/18

S&P enters a correction, what now?

Guest User 10/19/18 Guest User 10/19/18

Making your kids pay for your long-term care ...

Guest User 10/12/18 Guest User 10/12/18

Special Needs Trusts

Guest User 10/5/18 Guest User 10/5/18

Can you afford that mortgage?

Guest User 9/28/18 Guest User 9/28/18

The Costs of Investing

Guest User 9/21/18 Guest User 9/21/18

Mutual Funds vs ETFs

Guest User 9/14/18 Guest User 9/14/18

Passive versus Active Investing

Scott Cole 9/13/18 Scott Cole 9/13/18

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?

Guest User 9/7/18 Guest User 9/7/18

Should I take a lump sum or an income stream from my pension?

Guest User 8/31/18 Guest User 8/31/18

Understanding Long-Term Care Insurance

Guest User 8/24/18 Guest User 8/24/18

Traditional IRA versus Roth IRA

Guest User 8/17/18 Guest User 8/17/18

What is a Living Trust?

Scott Cole 8/3/18 Scott Cole 8/3/18

Reading the Plum Leaves

Scott Cole 8/2/18 Scott Cole 8/2/18

Franklin Turns 50!

Scott Cole 6/16/18 Scott Cole 6/16/18

A World Cup, creating memories and financial planning